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 | $140,984 | $58,208+142.2% | $81,812+72.3% | $80,856+74.4% |
| Participation rate | 64.5% | 63.4%+1.1pp | 72.3%-7.8pp | 67.6%-3.1pp |
| Annual return | 12.96% | 41.66%-28.7pp | 773.79%-760.8pp | 35.59%-22.6pp |
| Employer contribution / active EE | $796 | $2,340-66.0% | $2,912-72.7% | $2,755-71.1% |
| Participant deferral / active EE | $5,047 | $3,281+53.8% | $4,319+16.9% | $4,296+17.5% |
| Admin fee / account holder | $1,905 | $4,981-61.8% | $7,386-74.2% | $6,918-72.5% |