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 | $132,369 | $57,281+131.1% | $86,612+52.8% | $75,163+76.1% |
| Participation rate | 68.4% | 63.2%+5.2pp | 71.7%-3.3pp | 67.2%+1.2pp |
| Annual return | 17.66% | 2670.75%-2653.1pp | 591.07%-573.4pp | 160.62%-143.0pp |
| Employer contribution / active EE | $3,511 | $2,314+51.7% | $3,022+16.2% | $2,670+31.5% |
| Participant deferral / active EE | $7,313 | $3,318+120.4% | $4,438+64.8% | $4,125+77.3% |
| Admin fee / account holder | $24,685 | $4,112+500.3% | $5,614+339.7% | $5,651+336.8% |