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 | $81,114 | $48,795+66.2% | $65,493+23.9% | $84,808-4.4% |
| Participation rate | 52.5% | 67.0%-14.5pp | 73.1%-20.6pp | 68.3%-15.9pp |
| Annual return | 12.06% | 20.20%-8.1pp | 982.45%-970.4pp | 40.90%-28.8pp |
| Employer contribution / active EE | $3,852 | $1,930+99.6% | $2,574+49.7% | $2,631+46.4% |
| Participant deferral / active EE | $1,669 | $2,928-43.0% | $3,961-57.9% | $4,212-60.4% |
| Admin fee / account holder | $6,314 | $3,877+62.9% | $5,028+25.6% | $7,344-14.0% |