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 9-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 | $95,656 | $58,208+64.3% | $81,812+16.9% | $80,856+18.3% |
| Participation rate | 62.9% | 63.4%-0.6pp | 72.3%-9.5pp | 67.6%-4.8pp |
| Annual return | 20.29% | 41.66%-21.4pp | 773.79%-753.5pp | 35.59%-15.3pp |
| Employer contribution / active EE | $5,139 | $2,340+119.6% | $2,912+76.4% | $2,755+86.5% |
| Participant deferral / active EE | $9,469 | $3,281+188.6% | $4,319+119.3% | $4,296+120.4% |
| Admin fee / account holder | $20,526 | $4,981+312.1% | $7,386+177.9% | $6,918+196.7% |