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 | $105,399 | $85,766+22.9% | $136,294-22.7% | $70,131+50.3% |
| Participation rate | 64.5% | 74.2%-9.7pp | 81.9%-17.4pp | 69.5%-5.1pp |
| Annual return | 16.81% | 31.45%-14.6pp | 5155.94%-5139.1pp | 73.14%-56.3pp |
| Employer contribution / active EE | $3,554 | $2,966+19.8% | $4,695-24.3% | $2,342+51.7% |
| Participant deferral / active EE | $7,822 | $5,051+54.8% | $6,247+25.2% | $3,332+134.8% |
| Admin fee / account holder | $19,684 | $5,420+263.1% | $9,243+113.0% | $4,645+323.7% |