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 | $113,133 | $104,907+7.8% | $84,611+33.7% | $152,861-26.0% |
| Participation rate | 33.3% | 74.8%-41.5pp | 68.2%-34.9pp | 82.4%-49.1pp |
| Annual return | 22.56% | 373.79%-351.2pp | 258.74%-236.2pp | 345.32%-322.8pp |
| Employer contribution / active EE | $832 | $3,302-74.8% | $2,652-68.6% | $4,762-82.5% |
| Participant deferral / active EE | $3,098 | $4,688-33.9% | $3,899-20.5% | $5,850-47.0% |
| Admin fee / account holder | $19,649 | $6,241+214.8% | $4,912+300.0% | $11,596+69.4% |