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 9-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 | $110,544 | $108,642+1.8% | $74,701+48.0% | $152,861-27.7% |
| Participation rate | 12.5% | 65.3%-52.8pp | 54.5%-42.0pp | 82.4%-69.9pp |
| Annual return | 21.38% | 114.06%-92.7pp | 752.92%-731.5pp | 345.32%-323.9pp |
| Employer contribution / active EE | $511 | $1,503-66.0% | $1,084-52.9% | $4,762-89.3% |
| Participant deferral / active EE | $3,125 | $2,712+15.2% | $1,964+59.1% | $5,850-46.6% |
| Admin fee / account holder | $800 | $4,902-83.7% | $3,333-76.0% | $11,596-93.1% |