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 | $142,971 | $66,402+115.3% | $109,895+30.1% | $85,850+66.5% |
| Participation rate | 66.7% | 63.9%+2.8pp | 74.2%-7.6pp | 69.3%-2.6pp |
| Annual return | 26.23% | 19.59%+6.6pp | 29.45%-3.2pp | 318.53%-292.3pp |
| Employer contribution / active EE | $4,302 | $1,687+155.0% | $2,842+51.3% | $2,565+67.7% |
| Participant deferral / active EE | $2,509 | $2,842-11.7% | $4,048-38.0% | $3,952-36.5% |
| Admin fee / account holder | $2,079 | $4,557-54.4% | $6,066-65.7% | $6,260-66.8% |