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 | $72,259 | $183,963-60.7% | $162,163-55.4% | $152,861-52.7% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.4%-15.8pp |
| Annual return | 17.69% | 150.76%-133.1pp | 115.59%-97.9pp | 345.32%-327.6pp |
| Employer contribution / active EE | $11,282 | $6,371+77.1% | $5,614+101.0% | $4,762+136.9% |
| Participant deferral / active EE | $5,464 | $8,034-32.0% | $7,298-25.1% | $5,850-6.6% |
| Admin fee / account holder | $19,560 | $13,121+49.1% | $10,843+80.4% | $11,596+68.7% |