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 | $145,304 | $104,907+38.5% | $84,611+71.7% | $152,861-4.9% |
| Participation rate | 66.7% | 74.8%-8.2pp | 68.2%-1.6pp | 82.4%-15.8pp |
| Annual return | 18.02% | 373.79%-355.8pp | 258.74%-240.7pp | 345.32%-327.3pp |
| Employer contribution / active EE | $9,761 | $3,302+195.6% | $2,652+268.0% | $4,762+105.0% |
| Participant deferral / active EE | $9,641 | $4,688+105.7% | $3,899+147.3% | $5,850+64.8% |
| Admin fee / account holder | $415 | $6,241-93.4% | $4,912-91.6% | $11,596-96.4% |