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 | $142,579 | $118,680+20.1% | $98,907+44.2% | $158,922-10.3% |
| Participation rate | 66.7% | 77.8%-11.2pp | 76.0%-9.4pp | 82.0%-15.3pp |
| Annual return | 10.79% | 372.35%-361.6pp | 196.43%-185.6pp | 302.83%-292.0pp |
| Employer contribution / active EE | $1,562 | $3,333-53.1% | $2,689-41.9% | $4,761-67.2% |
| Participant deferral / active EE | $2,591 | $5,088-49.1% | $4,244-39.0% | $5,982-56.7% |
| Admin fee / account holder | $9,250 | $10,131-8.7% | $6,642+39.3% | $11,246-17.7% |