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 | $82,168 | $54,517+50.7% | $75,972+8.2% | $74,495+10.3% |
| Participation rate | 59.2% | 60.3%-1.1pp | 69.1%-9.8pp | 67.2%-8.0pp |
| Annual return | 10.87% | 31.82%-20.9pp | 359.55%-348.7pp | 1364.94%-1354.1pp |
| Employer contribution / active EE | $2,772 | $1,777+56.0% | $2,685+3.2% | $2,623+5.7% |
| Participant deferral / active EE | $4,524 | $3,066+47.6% | $4,255+6.3% | $4,346+4.1% |
| Admin fee / account holder | $5,394 | $2,229+142.0% | $6,467-16.6% | $1,942+177.8% |