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 | $153,440 | $99,020+55.0% | $86,590+77.2% | $147,584+4.0% |
| Participation rate | 62.5% | 76.3%-13.8pp | 73.5%-11.0pp | 82.8%-20.3pp |
| Annual return | 22.85% | 1312.34%-1289.5pp | 964.84%-942.0pp | 578.55%-555.7pp |
| Employer contribution / active EE | $1,335 | $3,132-57.4% | $2,839-53.0% | $4,876-72.6% |
| Participant deferral / active EE | $8,300 | $3,972+108.9% | $3,609+130.0% | $5,439+52.6% |
| Admin fee / account holder | $358 | $5,710-93.7% | $4,906-92.7% | $10,885-96.7% |