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 | $137,322 | $70,756+94.1% | $65,493+109.7% | $142,382-3.6% |
| Participation rate | 69.2% | 77.4%-8.2pp | 73.1%-3.9pp | 80.1%-10.9pp |
| Annual return | 16.62% | 1754.89%-1738.3pp | 982.45%-965.8pp | 217.08%-200.5pp |
| Employer contribution / active EE | $3,218 | $2,881+11.7% | $2,574+25.0% | $4,299-25.1% |
| Participant deferral / active EE | $8,945 | $4,637+92.9% | $3,961+125.8% | $6,507+37.5% |
| Admin fee / account holder | $3,652 | $6,559-44.3% | $5,028-27.4% | $12,624-71.1% |