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 | $184,897 | $65,561+182.0% | $86,188+114.5% | $75,163+146.0% |
| Participation rate | 69.0% | 60.5%+8.6pp | 69.0%+0.1pp | 67.2%+1.9pp |
| Annual return | 18.48% | 46.05%-27.6pp | 1168.45%-1150.0pp | 160.62%-142.1pp |
| Employer contribution / active EE | $2,576 | $1,553+65.9% | $2,380+8.2% | $2,670-3.5% |
| Participant deferral / active EE | $6,169 | $3,024+104.0% | $3,985+54.8% | $4,125+49.6% |
| Admin fee / account holder | $10,409 | $5,474+90.1% | $6,852+51.9% | $5,651+84.2% |