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 | $115,114 | $49,173+134.1% | $121,098-4.9% | $75,163+53.2% |
| Participation rate | 67.9% | 55.4%+12.5pp | 69.5%-1.6pp | 67.2%+0.7pp |
| Annual return | 15.06% | 55.99%-40.9pp | 985.75%-970.7pp | 160.62%-145.6pp |
| Employer contribution / active EE | $1,826 | $1,546+18.1% | $4,164-56.2% | $2,670-31.6% |
| Participant deferral / active EE | $3,782 | $2,628+43.9% | $4,080-7.3% | $4,125-8.3% |
| Admin fee / account holder | $15,625 | $3,942+296.4% | $5,644+176.8% | $5,651+176.5% |