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 | $74,237 | $41,078+80.7% | $80,569-7.9% | $71,457+3.9% |
| Participation rate | 61.3% | 50.2%+11.1pp | 67.0%-5.7pp | 67.9%-6.6pp |
| Annual return | 18.58% | 38.45%-19.9pp | 935.43%-916.9pp | 28.85%-10.3pp |
| Employer contribution / active EE | $2,588 | $1,506+71.9% | $2,723-5.0% | $2,5880% |
| Participant deferral / active EE | $5,707 | $2,699+111.5% | $4,447+28.3% | $4,289+33.1% |
| Admin fee / account holder | $2,576 | $1,840+40.0% | $5,377-52.1% | $1,587+62.3% |