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 | $125,537 | $209,832-40.2% | $189,513-33.8% | $167,490-25.0% |
| Participation rate | 58.8% | 88.7%-29.8pp | 87.8%-29.0pp | 82.1%-23.3pp |
| Annual return | 14.49% | 748.27%-733.8pp | 555.15%-540.7pp | 478.56%-464.1pp |
| Employer contribution / active EE | $3,414 | $6,914-50.6% | $6,162-44.6% | $4,837-29.4% |
| Participant deferral / active EE | $7,433 | $8,935-16.8% | $8,221-9.6% | $6,341+17.2% |
| Admin fee / account holder | $24,386 | $14,293+70.6% | $12,045+102.5% | $12,309+98.1% |