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 | $97,680 | $53,516+82.5% | $126,539-22.8% | $84,808+15.2% |
| Participation rate | 64.1% | 58.2%+5.9pp | 69.8%-5.7pp | 68.3%-4.2pp |
| Annual return | 13.77% | 58.34%-44.6pp | 425.95%-412.2pp | 40.90%-27.1pp |
| Employer contribution / active EE | $2,169 | $1,535+41.3% | $3,674-41.0% | $2,631-17.6% |
| Participant deferral / active EE | $4,102 | $2,671+53.6% | $4,083+0.5% | $4,212-2.6% |
| Admin fee / account holder | $3,091 | $4,497-31.3% | $6,065-49.0% | $7,344-57.9% |