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 | $145,341 | $99,877+45.5% | $84,966+71.1% | $145,922-0.4% |
| Participation rate | 55.6% | 74.1%-18.5pp | 67.5%-11.9pp | 80.3%-24.7pp |
| Annual return | 20.56% | 83.76%-63.2pp | 66.38%-45.8pp | 561.29%-540.7pp |
| Employer contribution / active EE | $1,411 | $3,231-56.3% | $2,727-48.3% | $4,660-69.7% |
| Participant deferral / active EE | $5,101 | $5,291-3.6% | $4,519+12.9% | $6,688-23.7% |
| Admin fee / account holder | $6,838 | $7,248-5.7% | $6,149+11.2% | $13,397-49.0% |