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 | $142,837 | $106,890+33.6% | $84,015+70.0% | $152,861-6.6% |
| Participation rate | 66.7% | 75.2%-8.6pp | 69.0%-2.3pp | 82.4%-15.8pp |
| Annual return | 15.14% | 104.99%-89.8pp | 71.31%-56.2pp | 345.32%-330.2pp |
| Employer contribution / active EE | $2,993 | $2,734+9.5% | $1,983+50.9% | $4,762-37.1% |
| Participant deferral / active EE | $2,667 | $4,011-33.5% | $3,239-17.7% | $5,850-54.4% |
| Admin fee / account holder | $1,036 | $8,285-87.5% | $6,101-83.0% | $11,596-91.1% |