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 | $134,633 | $83,902+60.5% | $167,512-19.6% | $84,808+58.8% |
| Participation rate | 69.9% | 66.5%+3.4pp | 77.1%-7.2pp | 68.3%+1.6pp |
| Annual return | 16.49% | 91.55%-75.1pp | 1615.79%-1599.3pp | 40.90%-24.4pp |
| Employer contribution / active EE | $3,037 | $2,264+34.1% | $3,882-21.8% | $2,631+15.4% |
| Participant deferral / active EE | $10,406 | $4,442+134.2% | $6,405+62.5% | $4,212+147.1% |
| Admin fee / account holder | $6,897 | $7,915-12.9% | $9,769-29.4% | $7,344-6.1% |