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 | $135,836 | $88,751+53.1% | $81,812+66.0% | $145,922-6.9% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.3%-5.7pp | 80.3%-13.6pp |
| Annual return | 16.94% | 1025.40%-1008.5pp | 773.79%-756.9pp | 561.29%-544.3pp |
| Employer contribution / active EE | $3,106 | $3,083+0.7% | $2,912+6.6% | $4,660-33.3% |
| Participant deferral / active EE | $6,884 | $4,643+48.3% | $4,319+59.4% | $6,688+2.9% |
| Admin fee / account holder | $8,221 | $8,415-2.3% | $7,386+11.3% | $13,397-38.6% |