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 | $92,349 | $81,208+13.7% | $98,907-6.6% | $79,858+15.6% |
| Participation rate | 68.3% | 72.5%-4.2pp | 76.0%-7.7pp | 69.6%-1.3pp |
| Annual return | 10.94% | 60.99%-50.1pp | 196.43%-185.5pp | 31.71%-20.8pp |
| Employer contribution / active EE | $2,281 | $1,960+16.4% | $2,689-15.2% | $2,471-7.7% |
| Participant deferral / active EE | $6,404 | $3,265+96.2% | $4,244+50.9% | $3,740+71.2% |
| Admin fee / account holder | $11,396 | $6,013+89.5% | $6,642+71.6% | $5,306+114.8% |