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 | $107,697 | $158,398-32.0% | $126,539-14.9% | $142,382-24.4% |
| Participation rate | 50.0% | 75.8%-25.8pp | 69.8%-19.8pp | 80.1%-30.1pp |
| Annual return | 12.80% | 593.76%-581.0pp | 425.95%-413.1pp | 217.08%-204.3pp |
| Employer contribution / active EE | $7,044 | $4,650+51.5% | $3,674+91.7% | $4,299+63.9% |
| Participant deferral / active EE | $5,123 | $4,767+7.5% | $4,083+25.5% | $6,507-21.3% |
| Admin fee / account holder | $6,592 | $6,918-4.7% | $6,065+8.7% | $12,624-47.8% |