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 | $102,792 | $88,751+15.8% | $81,812+25.6% | $145,922-29.6% |
| Participation rate | 61.5% | 75.0%-13.5pp | 72.3%-10.8pp | 80.3%-18.7pp |
| Annual return | 11.70% | 1025.40%-1013.7pp | 773.79%-762.1pp | 561.29%-549.6pp |
| Employer contribution / active EE | $5,311 | $3,083+72.2% | $2,912+82.4% | $4,660+14.0% |
| Participant deferral / active EE | $5,210 | $4,643+12.2% | $4,319+20.6% | $6,688-22.1% |
| Admin fee / account holder | $1,298 | $8,415-84.6% | $7,386-82.4% | $13,397-90.3% |