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 | $113,949 | $58,208+95.8% | $81,812+39.3% | $80,856+40.9% |
| Participation rate | 62.7% | 63.4%-0.8pp | 72.3%-9.7pp | 67.6%-5.0pp |
| Annual return | 13.35% | 41.66%-28.3pp | 773.79%-760.4pp | 35.59%-22.2pp |
| Employer contribution / active EE | $1,721 | $2,340-26.4% | $2,912-40.9% | $2,755-37.5% |
| Participant deferral / active EE | $5,270 | $3,281+60.6% | $4,319+22.0% | $4,296+22.7% |
| Admin fee / account holder | $2,794 | $4,981-43.9% | $7,386-62.2% | $6,918-59.6% |