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 | $98,043 | $107,334-8.7% | $92,893+5.5% | $152,861-35.9% |
| Participation rate | 53.3% | 79.8%-26.5pp | 76.0%-22.7pp | 82.4%-29.1pp |
| Annual return | 99.77% | 145.58%-45.8pp | 109.41%-9.6pp | 345.32%-245.6pp |
| Employer contribution / active EE | $1,785 | $4,221-57.7% | $3,653-51.1% | $4,762-62.5% |
| Participant deferral / active EE | $6,605 | $4,845+36.3% | $4,236+55.9% | $5,850+12.9% |
| Admin fee / account holder | $443 | $7,079-93.7% | $5,794-92.3% | $11,596-96.2% |