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 | $103,191 | $109,327-5.6% | $89,391+15.4% | $158,922-35.1% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.0%-1.3pp | 82.0%-15.3pp |
| Annual return | 9.61% | 345.68%-336.1pp | 245.62%-236.0pp | 302.83%-293.2pp |
| Employer contribution / active EE | $2,767 | $3,170-12.7% | $2,586+7.0% | $4,761-41.9% |
| Participant deferral / active EE | $4,287 | $4,598-6.8% | $3,890+10.2% | $5,982-28.3% |
| Admin fee / account holder | $11,380 | $6,153+85.0% | $4,881+133.1% | $11,246+1.2% |