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 | $91,154 | $96,635-5.7% | $86,612+5.2% | $139,434-34.6% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 14.13% | 106.41%-92.3pp | 591.07%-576.9pp | 372.94%-358.8pp |
| Employer contribution / active EE | $4,390 | $3,263+34.5% | $3,022+45.2% | $4,751-7.6% |
| Participant deferral / active EE | $7,232 | $4,836+49.5% | $4,438+63.0% | $6,710+7.8% |
| Admin fee / account holder | $47,109 | $6,408+635.2% | $5,614+739.1% | $11,403+313.1% |