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 | $184,915 | $99,020+86.7% | $86,590+113.6% | $147,584+25.3% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 12.10% | 1312.34%-1300.2pp | 964.84%-952.7pp | 578.55%-566.5pp |
| Employer contribution / active EE | $10,008 | $3,132+219.5% | $2,839+252.5% | $4,876+105.2% |
| Participant deferral / active EE | $16,052 | $3,972+304.1% | $3,609+344.8% | $5,439+195.1% |
| Admin fee / account holder | $15,376 | $5,710+169.3% | $4,906+213.4% | $10,885+41.3% |