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 | $144,837 | $96,635+49.9% | $86,612+67.2% | $139,434+3.9% |
| Participation rate | 63.2% | 74.4%-11.2pp | 71.7%-8.5pp | 80.3%-17.2pp |
| Annual return | 13.55% | 106.41%-92.9pp | 591.07%-577.5pp | 372.94%-359.4pp |
| Employer contribution / active EE | $2,350 | $3,263-28.0% | $3,022-22.2% | $4,751-50.5% |
| Participant deferral / active EE | $4,671 | $4,836-3.4% | $4,438+5.3% | $6,710-30.4% |
| Admin fee / account holder | $3,321 | $6,408-48.2% | $5,614-40.8% | $11,403-70.9% |