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 | $130,221 | $98,750+31.9% | $149,696-13.0% | $79,858+63.1% |
| Participation rate | 63.3% | 75.8%-12.4pp | 82.5%-19.1pp | 69.6%-6.3pp |
| Annual return | 21.57% | 27.43%-5.9pp | 276.60%-255.0pp | 31.71%-10.1pp |
| Employer contribution / active EE | $2,976 | $3,216-7.5% | $4,644-35.9% | $2,471+20.4% |
| Participant deferral / active EE | $7,116 | $5,680+25.3% | $6,842+4.0% | $3,740+90.3% |
| Admin fee / account holder | $4,110 | $6,053-32.1% | $9,309-55.8% | $5,306-22.5% |