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 | $144,663 | $83,902+72.4% | $167,512-13.6% | $84,808+70.6% |
| Participation rate | 66.7% | 66.5%+0.2pp | 77.1%-10.4pp | 68.3%-1.6pp |
| Annual return | 19.16% | 91.55%-72.4pp | 1615.79%-1596.6pp | 40.90%-21.7pp |
| Employer contribution / active EE | $2,983 | $2,264+31.8% | $3,882-23.1% | $2,631+13.4% |
| Participant deferral / active EE | $6,487 | $4,442+46.0% | $6,405+1.3% | $4,212+54.0% |
| Admin fee / account holder | $3,658 | $7,915-53.8% | $9,769-62.6% | $7,344-50.2% |