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 | $127,570 | $96,305+32.5% | $80,569+58.3% | $139,434-8.5% |
| Participation rate | 66.7% | 73.6%-7.0pp | 67.0%-0.3pp | 80.3%-13.7pp |
| Annual return | 31.69% | 1350.08%-1318.4pp | 935.43%-903.7pp | 372.94%-341.3pp |
| Employer contribution / active EE | $3,350 | $3,262+2.7% | $2,723+23.0% | $4,751-29.5% |
| Participant deferral / active EE | $10,458 | $5,232+99.9% | $4,447+135.1% | $6,710+55.9% |
| Admin fee / account holder | $907 | $6,599-86.3% | $5,377-83.1% | $11,403-92.0% |