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 | $110,229 | $100,852+9.3% | $90,404+21.9% | $158,922-30.6% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.7%-39.3pp | 82.0%-48.6pp |
| Annual return | 5.83% | 1724.20%-1718.4pp | 1293.02%-1287.2pp | 302.83%-297.0pp |
| Employer contribution / active EE | $3,833 | $3,689+3.9% | $3,262+17.5% | $4,761-19.5% |
| Participant deferral / active EE | $5,962 | $4,348+37.1% | $3,963+50.4% | $5,982-0.3% |
| Admin fee / account holder | $18,966 | $6,501+191.7% | $5,611+238.0% | $11,246+68.7% |