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 | $93,868 | $79,171+18.6% | $102,423-8.4% | $74,495+26.0% |
| Participation rate | 56.9% | 74.8%-17.9pp | 76.5%-19.6pp | 67.2%-10.3pp |
| Annual return | 14.93% | 54.93%-40.0pp | 29.32%-14.4pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $2,060 | $2,362-12.8% | $3,023-31.9% | $2,623-21.5% |
| Participant deferral / active EE | $4,484 | $4,415+1.5% | $5,053-11.3% | $4,346+3.2% |
| Admin fee / account holder | $8,567 | $2,001+328.2% | $9,451-9.4% | $1,942+341.2% |