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 | $140,014 | $99,877+40.2% | $84,966+64.8% | $145,922-4.0% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.8pp | 80.3%-13.6pp |
| Annual return | 18.17% | 83.76%-65.6pp | 66.38%-48.2pp | 561.29%-543.1pp |
| Employer contribution / active EE | $1,552 | $3,231-52.0% | $2,727-43.1% | $4,660-66.7% |
| Participant deferral / active EE | $6,602 | $5,291+24.8% | $4,519+46.1% | $6,688-1.3% |
| Admin fee / account holder | $1,230 | $7,248-83.0% | $6,149-80.0% | $13,397-90.8% |