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 | $122,833 | $83,902+46.4% | $167,512-26.7% | $84,808+44.8% |
| Participation rate | 69.2% | 66.5%+2.8pp | 77.1%-7.8pp | 68.3%+0.9pp |
| Annual return | 15.69% | 91.55%-75.9pp | 1615.79%-1600.1pp | 40.90%-25.2pp |
| Employer contribution / active EE | $2,702 | $2,264+19.3% | $3,882-30.4% | $2,631+2.7% |
| Participant deferral / active EE | $8,605 | $4,442+93.7% | $6,405+34.3% | $4,212+104.3% |
| Admin fee / account holder | $7,590 | $7,915-4.1% | $9,769-22.3% | $7,344+3.3% |