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 | $114,472 | $107,334+6.7% | $92,893+23.2% | $152,861-25.1% |
| Participation rate | 52.9% | 79.8%-26.8pp | 76.0%-23.1pp | 82.4%-29.5pp |
| Annual return | 19.24% | 145.58%-126.3pp | 109.41%-90.2pp | 345.32%-326.1pp |
| Employer contribution / active EE | $13,685 | $4,221+224.2% | $3,653+274.6% | $4,762+187.4% |
| Participant deferral / active EE | $4,806 | $4,845-0.8% | $4,236+13.5% | $5,850-17.8% |
| Admin fee / account holder | $921 | $7,079-87.0% | $5,794-84.1% | $11,596-92.1% |