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 | $115,800 | $99,020+16.9% | $86,590+33.7% | $147,584-21.5% |
| Participation rate | 56.3% | 76.3%-20.1pp | 73.5%-17.3pp | 82.8%-26.6pp |
| Annual return | 13.35% | 1312.34%-1299.0pp | 964.84%-951.5pp | 578.55%-565.2pp |
| Employer contribution / active EE | $2,325 | $3,132-25.8% | $2,839-18.1% | $4,876-52.3% |
| Participant deferral / active EE | $6,938 | $3,972+74.7% | $3,609+92.3% | $5,439+27.6% |
| Admin fee / account holder | $42,022 | $5,710+635.9% | $4,906+756.6% | $10,885+286.0% |