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 | $195,670 | $85,202+129.7% | $172,739+13.3% | $72,985+168.1% |
| Participation rate | 64.3% | 70.1%-5.8pp | 82.6%-18.4pp | 69.5%-5.2pp |
| Annual return | 31.70% | 27.32%+4.4pp | 802.84%-771.1pp | 81.00%-49.3pp |
| Employer contribution / active EE | $6,309 | $3,324+89.8% | $5,143+22.7% | $2,440+158.6% |
| Participant deferral / active EE | $6,073 | $3,260+86.3% | $5,198+16.8% | $3,607+68.4% |
| Admin fee / account holder | $953 | $5,884-83.8% | $13,954-93.2% | $5,124-81.4% |