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 | $102,283 | $83,902+21.9% | $167,512-38.9% | $84,808+20.6% |
| Participation rate | 65.3% | 66.5%-1.2pp | 77.1%-11.8pp | 68.3%-3.0pp |
| Annual return | 18.50% | 91.55%-73.0pp | 1615.79%-1597.3pp | 40.90%-22.4pp |
| Employer contribution / active EE | $7,171 | $2,264+216.7% | $3,882+84.7% | $2,631+172.5% |
| Participant deferral / active EE | $11,748 | $4,442+164.4% | $6,405+83.4% | $4,212+178.9% |
| Admin fee / account holder | $3,397 | $7,915-57.1% | $9,769-65.2% | $7,344-53.7% |