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 9-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 | $105,580 | $100,852+4.7% | $90,404+16.8% | $158,922-33.6% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 28.80% | 1724.20%-1695.4pp | 1293.02%-1264.2pp | 302.83%-274.0pp |
| Employer contribution / active EE | $256 | $3,689-93.1% | $3,262-92.2% | $4,761-94.6% |
| Participant deferral / active EE | $5,927 | $4,348+36.3% | $3,963+49.5% | $5,982-0.9% |
| Admin fee / account holder | $899 | $6,501-86.2% | $5,611-84.0% | $11,246-92.0% |