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 | $152,571 | $80,724+89.0% | $103,333+47.6% | $74,495+104.8% |
| Participation rate | 67.3% | 65.7%+1.6pp | 74.5%-7.2pp | 67.2%+0.1pp |
| Annual return | 17.04% | 27.56%-10.5pp | 24.88%-7.8pp | 1364.94%-1347.9pp |
| Employer contribution / active EE | $2,805 | $3,157-11.2% | $3,868-27.5% | $2,623+6.9% |
| Participant deferral / active EE | $3,536 | $3,860-8.4% | $5,057-30.1% | $4,346-18.6% |
| Admin fee / account holder | $22,494 | $2,368+849.9% | $8,355+169.2% | $1,942+1058.5% |