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 | $97,626 | $96,635+1.0% | $86,612+12.7% | $139,434-30.0% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 55.02% | 106.41%-51.4pp | 591.07%-536.1pp | 372.94%-317.9pp |
| Employer contribution / active EE | $564 | $3,263-82.7% | $3,022-81.3% | $4,751-88.1% |
| Participant deferral / active EE | $4,341 | $4,836-10.2% | $4,438-2.2% | $6,710-35.3% |
| Admin fee / account holder | $25,270 | $6,408+294.4% | $5,614+350.1% | $11,403+121.6% |