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 | $102,843 | $81,625+26.0% | $167,512-38.6% | $74,304+38.4% |
| Participation rate | 60.7% | 60.0%+0.6pp | 77.1%-16.4pp | 60.3%+0.3pp |
| Annual return | 14.90% | 26.09%-11.2pp | 1615.79%-1600.9pp | 29.43%-14.5pp |
| Employer contribution / active EE | $1,777 | $2,010-11.6% | $3,882-54.2% | $2,241-20.7% |
| Participant deferral / active EE | $6,163 | $4,115+49.8% | $6,405-3.8% | $3,767+63.6% |
| Admin fee / account holder | $18,847 | $3,474+442.5% | $9,769+92.9% | $2,969+534.8% |