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 | $78,539 | $108,642-27.7% | $74,701+5.1% | $152,861-48.6% |
| Participation rate | 7.1% | 65.3%-58.2pp | 54.5%-47.3pp | 82.4%-75.3pp |
| Annual return | 29.87% | 114.06%-84.2pp | 752.92%-723.1pp | 345.32%-315.5pp |
| Employer contribution / active EE | $251 | $1,503-83.3% | $1,084-76.9% | $4,762-94.7% |
| Participant deferral / active EE | $857 | $2,712-68.4% | $1,964-56.3% | $5,850-85.3% |
| Admin fee / account holder | $572 | $4,902-88.3% | $3,333-82.8% | $11,596-95.1% |