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 | $94,574 | $65,561+44.3% | $86,188+9.7% | $75,163+25.8% |
| Participation rate | 63.4% | 60.5%+2.9pp | 69.0%-5.6pp | 67.2%-3.8pp |
| Annual return | 15.47% | 46.05%-30.6pp | 1168.45%-1153.0pp | 160.62%-145.1pp |
| Employer contribution / active EE | $3,247 | $1,553+109.2% | $2,380+36.4% | $2,670+21.6% |
| Participant deferral / active EE | $5,492 | $3,024+81.6% | $3,985+37.8% | $4,125+33.1% |
| Admin fee / account holder | $306 | $5,474-94.4% | $6,852-95.5% | $5,651-94.6% |