See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $185,351 | $176,662+4.9% | $130,648+41.9% | $152,861+21.3% |
| Participation rate | 30.0% | 79.0%-49.0pp | 71.7%-41.7pp | 82.4%-52.4pp |
| Annual return | 19.89% | 2692.24%-2672.3pp | 1708.96%-1689.1pp | 345.32%-325.4pp |
| Employer contribution / active EE | $0 | $5,742-100.0% | $4,092-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,860 | $4,361-34.4% | $3,603-20.6% | $5,850-51.1% |
| Admin fee / account holder | $3,864 | $7,133-45.8% | $5,464-29.3% | $11,596-66.7% |