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 | $97,808 | $27,915+250.4% | $58,482+67.2% | $75,163+30.1% |
| Participation rate | 41.4% | 38.8%+2.5pp | 50.9%-9.5pp | 67.2%-25.8pp |
| Annual return | 31.07% | 44.20%-13.1pp | 4239.32%-4208.2pp | 160.62%-129.5pp |
| Employer contribution / active EE | $3,041 | $669+354.5% | $1,053+188.7% | $2,670+13.9% |
| Participant deferral / active EE | $6,607 | $1,201+450.0% | $1,924+243.4% | $4,125+60.2% |
| Admin fee / account holder | $2,921 | $1,726+69.2% | $2,516+16.1% | $5,651-48.3% |