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 | $137,124 | $59,417+130.8% | $93,606+46.5% | $74,495+84.1% |
| Participation rate | 66.4% | 59.7%+6.7pp | 68.7%-2.4pp | 67.2%-0.8pp |
| Annual return | 10.79% | 81.83%-71.0pp | 133.20%-122.4pp | 1364.94%-1354.2pp |
| Employer contribution / active EE | $2,682 | $1,264+112.2% | $2,420+10.8% | $2,623+2.2% |
| Participant deferral / active EE | $4,915 | $3,050+61.2% | $4,411+11.4% | $4,346+13.1% |
| Admin fee / account holder | $15,655 | $3,021+418.1% | $8,285+89.0% | $1,942+706.3% |