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 | $136,162 | $100,852+35.0% | $90,404+50.6% | $158,922-14.3% |
| Participation rate | 20.0% | 75.0%-55.0pp | 72.7%-52.7pp | 82.0%-62.0pp |
| Annual return | 15.42% | 1724.20%-1708.8pp | 1293.02%-1277.6pp | 302.83%-287.4pp |
| Employer contribution / active EE | $976 | $3,689-73.5% | $3,262-70.1% | $4,761-79.5% |
| Participant deferral / active EE | $1,823 | $4,348-58.1% | $3,963-54.0% | $5,982-69.5% |
| Admin fee / account holder | $8,480 | $6,501+30.4% | $5,611+51.1% | $11,246-24.6% |