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 | $141,410 | $105,181+34.4% | $159,436-11.3% | $85,850+64.7% |
| Participation rate | 64.3% | 75.8%-11.5pp | 82.8%-18.5pp | 69.3%-5.0pp |
| Annual return | 15.55% | 45.07%-29.5pp | 263.57%-248.0pp | 318.53%-303.0pp |
| Employer contribution / active EE | $1,963 | $3,318-40.9% | $4,829-59.4% | $2,565-23.5% |
| Participant deferral / active EE | $7,349 | $5,945+23.6% | $7,3520% | $3,952+86.0% |
| Admin fee / account holder | $2,634 | $6,933-62.0% | $10,799-75.6% | $6,260-57.9% |