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 | $109,507 | $68,346+60.2% | $94,646+15.7% | $75,163+45.7% |
| Participation rate | 58.9% | 76.1%-17.2pp | 80.8%-21.9pp | 67.2%-8.3pp |
| Annual return | 23.11% | 616.93%-593.8pp | 156.71%-133.6pp | 160.62%-137.5pp |
| Employer contribution / active EE | $2,785 | $2,701+3.1% | $3,672-24.2% | $2,670+4.3% |
| Participant deferral / active EE | $6,800 | $6,537+4.0% | $7,418-8.3% | $4,125+64.8% |
| Admin fee / account holder | $10,281 | $5,326+93.0% | $7,231+42.2% | $5,651+81.9% |