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 | $120,024 | $99,020+21.2% | $86,590+38.6% | $147,584-18.7% |
| Participation rate | 61.9% | 76.3%-14.4pp | 73.5%-11.6pp | 82.8%-20.9pp |
| Annual return | 16.99% | 1312.34%-1295.3pp | 964.84%-947.8pp | 578.55%-561.6pp |
| Employer contribution / active EE | $5,336 | $3,132+70.4% | $2,839+87.9% | $4,876+9.4% |
| Participant deferral / active EE | $5,050 | $3,972+27.1% | $3,609+39.9% | $5,439-7.2% |
| Admin fee / account holder | $27,593 | $5,710+383.2% | $4,906+462.5% | $10,885+153.5% |