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 | $179,047 | $149,679+19.6% | $117,039+53.0% | $147,584+21.3% |
| Participation rate | 66.7% | 83.5%-16.8pp | 77.2%-10.5pp | 82.8%-16.2pp |
| Annual return | 13.54% | 19.31%-5.8pp | 18.95%-5.4pp | 578.55%-565.0pp |
| Employer contribution / active EE | $2,931 | $4,937-40.6% | $3,785-22.6% | $4,876-39.9% |
| Participant deferral / active EE | $7,944 | $4,912+61.7% | $3,929+102.2% | $5,439+46.1% |
| Admin fee / account holder | $1,184 | $7,856-84.9% | $5,974-80.2% | $10,885-89.1% |