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 | $105,474 | $65,409+61.3% | $98,442+7.1% | $85,850+22.9% |
| Participation rate | 27.6% | 65.0%-37.4pp | 73.3%-45.8pp | 69.3%-41.7pp |
| Annual return | 11.81% | 21.76%-9.9pp | 1492.73%-1480.9pp | 318.53%-306.7pp |
| Employer contribution / active EE | $1,710 | $2,168-21.1% | $2,960-42.2% | $2,565-33.3% |
| Participant deferral / active EE | $4,430 | $3,166+39.9% | $4,276+3.6% | $3,952+12.1% |
| Admin fee / account holder | $20,765 | $4,593+352.1% | $5,949+249.0% | $6,260+231.7% |