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 | $114,269 | $89,753+27.3% | $107,525+6.3% | $84,808+34.7% |
| Participation rate | 67.6% | 68.1%-0.4pp | 75.1%-7.4pp | 68.3%-0.7pp |
| Annual return | 15.62% | 29.48%-13.9pp | 181.32%-165.7pp | 40.90%-25.3pp |
| Employer contribution / active EE | $14,354 | $3,113+361.0% | $3,754+282.4% | $2,631+445.6% |
| Participant deferral / active EE | $2,814 | $4,056-30.6% | $5,116-45.0% | $4,212-33.2% |
| Admin fee / account holder | $10,161 | $7,222+40.7% | $8,919+13.9% | $7,344+38.4% |