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 | $108,256 | $108,172+0.1% | $77,482+39.7% | $158,922-31.9% |
| Participation rate | 8.3% | 64.4%-56.1pp | 54.2%-45.9pp | 82.0%-73.6pp |
| Annual return | 18.88% | 31.67%-12.8pp | 54.79%-35.9pp | 302.83%-283.9pp |
| Employer contribution / active EE | $241 | $1,325-81.8% | $986-75.6% | $4,761-94.9% |
| Participant deferral / active EE | $1,000 | $2,456-59.3% | $1,861-46.3% | $5,982-83.3% |
| Admin fee / account holder | $2,356 | $3,708-36.5% | $2,858-17.6% | $11,246-79.0% |