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 | $50,666 | $96,635-47.6% | $86,612-41.5% | $139,434-63.7% |
| Participation rate | 60.0% | 74.4%-14.4pp | 71.7%-11.7pp | 80.3%-20.3pp |
| Annual return | 13.49% | 106.41%-92.9pp | 591.07%-577.6pp | 372.94%-359.5pp |
| Employer contribution / active EE | $3,875 | $3,263+18.8% | $3,022+28.2% | $4,751-18.4% |
| Participant deferral / active EE | $7,180 | $4,836+48.5% | $4,438+61.8% | $6,710+7.0% |
| Admin fee / account holder | $22,650 | $6,408+253.5% | $5,614+303.4% | $11,403+98.6% |