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 | $117,078 | $106,890+9.5% | $84,015+39.4% | $152,861-23.4% |
| Participation rate | 53.8% | 75.2%-21.4pp | 69.0%-15.2pp | 82.4%-28.6pp |
| Annual return | 22.18% | 104.99%-82.8pp | 71.31%-49.1pp | 345.32%-323.1pp |
| Employer contribution / active EE | $0 | $2,734-100.0% | $1,983-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $8,225 | $4,011+105.1% | $3,239+154.0% | $5,850+40.6% |
| Admin fee / account holder | $438 | $8,285-94.7% | $6,101-92.8% | $11,596-96.2% |