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 | $155,360 | $80,724+92.5% | $103,333+50.3% | $74,495+108.6% |
| Participation rate | 67.3% | 65.7%+1.6pp | 74.5%-7.2pp | 67.2%+0.1pp |
| Annual return | 13.81% | 27.56%-13.8pp | 24.88%-11.1pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $2,557 | $3,157-19.0% | $3,868-33.9% | $2,623-2.5% |
| Participant deferral / active EE | $6,189 | $3,860+60.3% | $5,057+22.4% | $4,346+42.4% |
| Admin fee / account holder | $17,324 | $2,368+631.6% | $8,355+107.4% | $1,942+792.2% |