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 4-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 | $86,853 | $53,516+62.3% | $126,539-31.4% | $84,808+2.4% |
| Participation rate | 65.7% | 58.2%+7.5pp | 69.8%-4.1pp | 68.3%-2.6pp |
| Annual return | 20.21% | 58.34%-38.1pp | 425.95%-405.7pp | 40.90%-20.7pp |
| Employer contribution / active EE | $3,439 | $1,535+124.1% | $3,674-6.4% | $2,631+30.7% |
| Participant deferral / active EE | $5,293 | $2,671+98.2% | $4,083+29.6% | $4,212+25.7% |
| Admin fee / account holder | $3,508 | $4,497-22.0% | $6,065-42.2% | $7,344-52.2% |