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 | $121,486 | $150,440-19.2% | $136,294-10.9% | $147,584-17.7% |
| Participation rate | 31.6% | 84.4%-52.8pp | 81.9%-50.3pp | 82.8%-51.2pp |
| Annual return | 15.59% | 1049.08%-1033.5pp | 5155.94%-5140.3pp | 578.55%-563.0pp |
| Employer contribution / active EE | $974 | $5,256-81.5% | $4,695-79.3% | $4,876-80.0% |
| Participant deferral / active EE | $6,077 | $6,630-8.3% | $6,247-2.7% | $5,439+11.7% |
| Admin fee / account holder | $41,633 | $10,905+281.8% | $9,243+350.4% | $10,885+282.5% |