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 | $107,422 | $54,705+96.4% | $71,209+50.9% | $84,808+26.7% |
| Participation rate | 66.7% | 64.1%+2.6pp | 73.8%-7.1pp | 68.3%-1.6pp |
| Annual return | 21.02% | 35.90%-14.9pp | 282.51%-261.5pp | 40.90%-19.9pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $7,457 | $3,030+146.1% | $4,175+78.6% | $4,212+77.1% |
| Admin fee / account holder | $2,869 | $4,863-41.0% | $5,349-46.4% | $7,344-60.9% |