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 | $98,539 | $70,606+39.6% | $53,898+82.8% | $142,382-30.8% |
| Participation rate | 62.5% | 63.7%-1.2pp | 55.0%+7.5pp | 80.1%-17.6pp |
| Annual return | 13.75% | 619.81%-606.1pp | 528.60%-514.9pp | 217.08%-203.3pp |
| Employer contribution / active EE | $1,988 | $1,202+65.3% | $932+113.3% | $4,299-53.8% |
| Participant deferral / active EE | $4,528 | $2,364+91.6% | $1,826+147.9% | $6,507-30.4% |
| Admin fee / account holder | $32,382 | $2,852+1035.6% | $2,491+1200.1% | $12,624+156.5% |