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 | $109,402 | $96,305+13.6% | $80,569+35.8% | $139,434-21.5% |
| Participation rate | 57.1% | 73.6%-16.5pp | 67.0%-9.9pp | 80.3%-23.2pp |
| Annual return | 13.05% | 1350.08%-1337.0pp | 935.43%-922.4pp | 372.94%-359.9pp |
| Employer contribution / active EE | $805 | $3,262-75.3% | $2,723-70.4% | $4,751-83.1% |
| Participant deferral / active EE | $1,449 | $5,232-72.3% | $4,447-67.4% | $6,710-78.4% |
| Admin fee / account holder | $11,691 | $6,599+77.2% | $5,377+117.4% | $11,403+2.5% |