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 | $149,786 | $57,281+161.5% | $86,612+72.9% | $75,163+99.3% |
| Participation rate | 55.4% | 63.2%-7.8pp | 71.7%-16.3pp | 67.2%-11.8pp |
| Annual return | 24.91% | 2670.75%-2645.8pp | 591.07%-566.2pp | 160.62%-135.7pp |
| Employer contribution / active EE | $2,610 | $2,314+12.7% | $3,022-13.7% | $2,670-2.3% |
| Participant deferral / active EE | $4,387 | $3,318+32.2% | $4,438-1.1% | $4,125+6.4% |
| Admin fee / account holder | $4,204 | $4,112+2.2% | $5,614-25.1% | $5,651-25.6% |