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 9-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 | $129,502 | $66,402+95.0% | $109,895+17.8% | $85,850+50.8% |
| Participation rate | 67.7% | 63.9%+3.9pp | 74.2%-6.5pp | 69.3%-1.6pp |
| Annual return | 20.57% | 19.59%+1.0pp | 29.45%-8.9pp | 318.53%-298.0pp |
| Employer contribution / active EE | $2,461 | $1,687+45.9% | $2,842-13.4% | $2,565-4.1% |
| Participant deferral / active EE | $6,438 | $2,842+126.5% | $4,048+59.1% | $3,952+62.9% |
| Admin fee / account holder | $12,893 | $4,557+182.9% | $6,066+112.6% | $6,260+106.0% |