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 | $121,340 | $74,888+62.0% | $71,209+70.4% | $142,382-14.8% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.1%-13.5pp |
| Annual return | 13.46% | 345.14%-331.7pp | 282.51%-269.1pp | 217.08%-203.6pp |
| Employer contribution / active EE | $25,365 | $2,854+788.7% | $2,721+832.2% | $4,299+490.0% |
| Participant deferral / active EE | $8,140 | $4,454+82.7% | $4,175+95.0% | $6,507+25.1% |
| Admin fee / account holder | $64,729 | $5,568+1062.4% | $5,349+1110.2% | $12,624+412.8% |