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 | $74,970 | $76,738-2.3% | $56,411+32.9% | $145,922-48.6% |
| Participation rate | 66.7% | 63.2%+3.5pp | 52.5%+14.2pp | 80.3%-13.6pp |
| Annual return | 12.91% | 2994.23%-2981.3pp | 1701.33%-1688.4pp | 561.29%-548.4pp |
| Employer contribution / active EE | $65 | $1,380-95.3% | $1,039-93.8% | $4,660-98.6% |
| Participant deferral / active EE | $2,556 | $2,623-2.6% | $1,952+30.9% | $6,688-61.8% |
| Admin fee / account holder | $340 | $3,334-89.8% | $2,829-88.0% | $13,397-97.5% |