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 | $172,087 | $101,069+70.3% | $81,478+111.2% | $147,584+16.6% |
| Participation rate | 66.7% | 74.5%-7.8pp | 68.0%-1.3pp | 82.8%-16.2pp |
| Annual return | 15.33% | 32.40%-17.1pp | 38.78%-23.4pp | 578.55%-563.2pp |
| Employer contribution / active EE | $1,474 | $3,205-54.0% | $2,568-42.6% | $4,876-69.8% |
| Participant deferral / active EE | $9,018 | $4,242+112.6% | $3,537+155.0% | $5,439+65.8% |
| Admin fee / account holder | $1,226 | $5,812-78.9% | $4,561-73.1% | $10,885-88.7% |