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 | $106,888 | $99,020+7.9% | $86,590+23.4% | $147,584-27.6% |
| Participation rate | 45.5% | 76.3%-30.9pp | 73.5%-28.1pp | 82.8%-37.4pp |
| Annual return | 15.18% | 1312.34%-1297.2pp | 964.84%-949.7pp | 578.55%-563.4pp |
| Employer contribution / active EE | $1,751 | $3,132-44.1% | $2,839-38.3% | $4,876-64.1% |
| Participant deferral / active EE | $3,470 | $3,972-12.6% | $3,609-3.8% | $5,439-36.2% |
| Admin fee / account holder | $7,975 | $5,710+39.7% | $4,906+62.6% | $10,885-26.7% |