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 9-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 | $89,295 | $49,922+78.9% | $80,569+10.8% | $75,163+18.8% |
| Participation rate | 65.5% | 55.3%+10.2pp | 67.0%-1.5pp | 67.2%-1.7pp |
| Annual return | 14.35% | 34.69%-20.3pp | 935.43%-921.1pp | 160.62%-146.3pp |
| Employer contribution / active EE | $1,290 | $1,698-24.1% | $2,723-52.6% | $2,670-51.7% |
| Participant deferral / active EE | $5,857 | $2,990+95.9% | $4,447+31.7% | $4,125+42.0% |
| Admin fee / account holder | $17,190 | $3,577+380.5% | $5,377+219.7% | $5,651+204.2% |