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 | $106,103 | $76,738+38.3% | $56,411+88.1% | $145,922-27.3% |
| Participation rate | 37.5% | 63.2%-25.7pp | 52.5%-15.0pp | 80.3%-42.8pp |
| Annual return | 7.09% | 2994.23%-2987.1pp | 1701.33%-1694.2pp | 561.29%-554.2pp |
| Employer contribution / active EE | $358 | $1,380-74.1% | $1,039-65.5% | $4,660-92.3% |
| Participant deferral / active EE | $717 | $2,623-72.6% | $1,952-63.2% | $6,688-89.3% |
| Admin fee / account holder | $8,812 | $3,334+164.3% | $2,829+211.5% | $13,397-34.2% |