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 | $77,661 | $65,561+18.5% | $86,188-9.9% | $75,163+3.3% |
| Participation rate | 66.7% | 60.5%+6.2pp | 69.0%-2.3pp | 67.2%-0.5pp |
| Annual return | 26.56% | 46.05%-19.5pp | 1168.45%-1141.9pp | 160.62%-134.1pp |
| Employer contribution / active EE | $1,643 | $1,553+5.8% | $2,380-31.0% | $2,670-38.5% |
| Participant deferral / active EE | $6,466 | $3,024+113.9% | $3,985+62.3% | $4,125+56.8% |
| Admin fee / account holder | $12,116 | $5,474+121.3% | $6,852+76.8% | $5,651+114.4% |