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 | $78,541 | $70,587+11.3% | $124,672-37.0% | $85,850-8.5% |
| Participation rate | 56.4% | 64.4%-8.0pp | 74.6%-18.2pp | 69.3%-12.9pp |
| Annual return | 28.80% | 20688.83%-20660.0pp | 5142.93%-5114.1pp | 318.53%-289.7pp |
| Employer contribution / active EE | $1,280 | $1,913-33.1% | $3,324-61.5% | $2,565-50.1% |
| Participant deferral / active EE | $3,172 | $2,969+6.8% | $4,614-31.3% | $3,952-19.7% |
| Admin fee / account holder | $3,143 | $5,282-40.5% | $7,493-58.1% | $6,260-49.8% |