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 | $146,742 | $77,899+88.4% | $149,673-2.0% | $75,163+95.2% |
| Participation rate | 66.7% | 65.6%+1.1pp | 78.8%-12.1pp | 67.2%-0.5pp |
| Annual return | 21.01% | 31.72%-10.7pp | 134.42%-113.4pp | 160.62%-139.6pp |
| Employer contribution / active EE | $3,651 | $3,137+16.4% | $4,818-24.2% | $2,670+36.8% |
| Participant deferral / active EE | $9,111 | $3,411+167.1% | $5,680+60.4% | $4,125+120.9% |
| Admin fee / account holder | $1,191 | $5,956-80.0% | $13,210-91.0% | $5,651-78.9% |