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 | $172,030 | $99,020+73.7% | $86,590+98.7% | $147,584+16.6% |
| Participation rate | 69.2% | 76.3%-7.1pp | 73.5%-4.3pp | 82.8%-13.6pp |
| Annual return | 17.36% | 1312.34%-1295.0pp | 964.84%-947.5pp | 578.55%-561.2pp |
| Employer contribution / active EE | $3,270 | $3,132+4.4% | $2,839+15.2% | $4,876-32.9% |
| Participant deferral / active EE | $5,099 | $3,972+28.4% | $3,609+41.3% | $5,439-6.2% |
| Admin fee / account holder | $8,235 | $5,710+44.2% | $4,906+67.9% | $10,885-24.3% |