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 | $99,152 | $53,822+84.2% | $75,696+31.0% | $85,850+15.5% |
| Participation rate | 64.3% | 69.1%-4.8pp | 74.8%-10.6pp | 69.3%-5.0pp |
| Annual return | 13.55% | 24.54%-11.0pp | 104.53%-91.0pp | 318.53%-305.0pp |
| Employer contribution / active EE | $5,655 | $2,017+180.4% | $2,743+106.2% | $2,565+120.4% |
| Participant deferral / active EE | $2,625 | $2,895-9.3% | $3,821-31.3% | $3,952-33.6% |
| Admin fee / account holder | $6,219 | $3,343+86.0% | $3,619+71.8% | $6,260-0.7% |