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 | $105,147 | $53,516+96.5% | $126,539-16.9% | $84,808+24.0% |
| Participation rate | 55.2% | 58.2%-3.1pp | 69.8%-14.6pp | 68.3%-13.1pp |
| Annual return | 13.23% | 58.34%-45.1pp | 425.95%-412.7pp | 40.90%-27.7pp |
| Employer contribution / active EE | $1,901 | $1,535+23.9% | $3,674-48.2% | $2,631-27.7% |
| Participant deferral / active EE | $2,841 | $2,671+6.4% | $4,083-30.4% | $4,212-32.5% |
| Admin fee / account holder | $12,012 | $4,497+167.1% | $6,065+98.1% | $7,344+63.6% |