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 | $117,549 | $102,317+14.9% | $146,958-20.0% | $80,856+45.4% |
| Participation rate | 67.1% | 75.8%-8.7pp | 82.2%-15.0pp | 67.6%-0.5pp |
| Annual return | 15.93% | 134.76%-118.8pp | 418.34%-402.4pp | 35.59%-19.7pp |
| Employer contribution / active EE | $4,171 | $3,713+12.3% | $4,933-15.4% | $2,755+51.4% |
| Participant deferral / active EE | $8,413 | $6,644+26.6% | $8,070+4.3% | $4,296+95.8% |
| Admin fee / account holder | $4,092 | $7,941-48.5% | $12,998-68.5% | $6,918-40.8% |