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 | $113,267 | $63,346+78.8% | $92,233+22.8% | $70,131+61.5% |
| Participation rate | 69.0% | 68.7%+0.3pp | 76.5%-7.5pp | 69.5%-0.6pp |
| Annual return | 15.91% | 530.12%-514.2pp | 176.28%-160.4pp | 73.14%-57.2pp |
| Employer contribution / active EE | $1,381 | $2,471-44.1% | $3,679-62.5% | $2,342-41.0% |
| Participant deferral / active EE | $4,168 | $2,854+46.1% | $3,897+7.0% | $3,332+25.1% |
| Admin fee / account holder | $3,887 | $3,840+1.2% | $5,194-25.2% | $4,645-16.3% |