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 | $70,445 | $58,694+20.0% | $142,863-50.7% | $85,850-17.9% |
| Participation rate | 67.2% | 58.5%+8.7pp | 71.9%-4.7pp | 69.3%-2.1pp |
| Annual return | 14.35% | 27.72%-13.4pp | 5637.54%-5623.2pp | 318.53%-304.2pp |
| Employer contribution / active EE | $1,953 | $1,423+37.2% | $4,144-52.9% | $2,565-23.9% |
| Participant deferral / active EE | $3,538 | $2,607+35.7% | $3,837-7.8% | $3,952-10.5% |
| Admin fee / account holder | $10,917 | $4,239+157.5% | $6,560+66.4% | $6,260+74.4% |