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 | $102,617 | $59,417+72.7% | $93,606+9.6% | $74,495+37.8% |
| Participation rate | 61.5% | 59.7%+1.8pp | 68.7%-7.3pp | 67.2%-5.7pp |
| Annual return | 13.21% | 81.83%-68.6pp | 133.20%-120.0pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $756 | $1,264-40.1% | $2,420-68.7% | $2,623-71.2% |
| Participant deferral / active EE | $3,963 | $3,050+29.9% | $4,411-10.2% | $4,346-8.8% |
| Admin fee / account holder | $3,125 | $3,021+3.4% | $8,285-62.3% | $1,942+60.9% |