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 | $117,889 | $118,849-0.8% | $96,562+22.1% | $167,490-29.6% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.8%-19.8pp | 82.1%-32.1pp |
| Annual return | 12.23% | 50.49%-38.3pp | 37.78%-25.6pp | 478.56%-466.3pp |
| Employer contribution / active EE | $2,014 | $3,120-35.4% | $2,356-14.5% | $4,837-58.4% |
| Participant deferral / active EE | $7,182 | $4,616+55.6% | $3,849+86.6% | $6,341+13.3% |
| Admin fee / account holder | $21,037 | $8,065+160.8% | $6,181+240.4% | $12,309+70.9% |