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 | $99,705 | $102,317-2.6% | $146,958-32.2% | $80,856+23.3% |
| Participation rate | 65.6% | 75.8%-10.2pp | 82.2%-16.5pp | 67.6%-2.0pp |
| Annual return | 15.78% | 134.76%-119.0pp | 418.34%-402.6pp | 35.59%-19.8pp |
| Employer contribution / active EE | $5,130 | $3,713+38.2% | $4,933+4.0% | $2,755+86.2% |
| Participant deferral / active EE | $5,310 | $6,644-20.1% | $8,070-34.2% | $4,296+23.6% |
| Admin fee / account holder | $7,981 | $7,941+0.5% | $12,998-38.6% | $6,918+15.4% |