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 | $85,914 | $58,208+47.6% | $81,812+5.0% | $80,856+6.3% |
| Participation rate | 69.1% | 63.4%+5.7pp | 72.3%-3.3pp | 67.6%+1.5pp |
| Annual return | 14.10% | 41.66%-27.6pp | 773.79%-759.7pp | 35.59%-21.5pp |
| Employer contribution / active EE | $3,711 | $2,340+58.6% | $2,912+27.4% | $2,755+34.7% |
| Participant deferral / active EE | $6,477 | $3,281+97.4% | $4,319+50.0% | $4,296+50.8% |
| Admin fee / account holder | $723 | $4,981-85.5% | $7,386-90.2% | $6,918-89.6% |