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 5-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 | $97,646 | $96,635+1.0% | $86,612+12.7% | $139,434-30.0% |
| Participation rate | 20.0% | 74.4%-54.4pp | 71.7%-51.7pp | 80.3%-60.3pp |
| Annual return | 18.03% | 106.41%-88.4pp | 591.07%-573.0pp | 372.94%-354.9pp |
| Employer contribution / active EE | $1,078 | $3,263-66.9% | $3,022-64.3% | $4,751-77.3% |
| Participant deferral / active EE | $3,403 | $4,836-29.6% | $4,438-23.3% | $6,710-49.3% |
| Admin fee / account holder | $713 | $6,408-88.9% | $5,614-87.3% | $11,403-93.7% |