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 | $105,540 | $74,888+40.9% | $71,209+48.2% | $142,382-25.9% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.1%-46.8pp |
| Annual return | 14.67% | 345.14%-330.5pp | 282.51%-267.8pp | 217.08%-202.4pp |
| Employer contribution / active EE | $1,208 | $2,854-57.7% | $2,721-55.6% | $4,299-71.9% |
| Participant deferral / active EE | $3,362 | $4,454-24.5% | $4,175-19.5% | $6,507-48.3% |
| Admin fee / account holder | $5,378 | $5,568-3.4% | $5,349+0.6% | $12,624-57.4% |