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 | $74,052 | $44,960+64.7% | $84,966-12.8% | $74,495-0.6% |
| Participation rate | 64.6% | 49.4%+15.3pp | 67.5%-2.9pp | 67.2%-2.6pp |
| Annual return | 15.43% | 26.24%-10.8pp | 66.38%-51.0pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $2,697 | $1,457+85.1% | $2,727-1.1% | $2,623+2.8% |
| Participant deferral / active EE | $7,092 | $2,731+159.7% | $4,519+56.9% | $4,346+63.2% |
| Admin fee / account holder | $10,202 | $2,209+361.8% | $6,149+65.9% | $1,942+425.4% |