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 | $116,503 | $58,208+100.2% | $81,812+42.4% | $80,856+44.1% |
| Participation rate | 55.2% | 63.4%-8.2pp | 72.3%-17.2pp | 67.6%-12.5pp |
| Annual return | 11.09% | 41.66%-30.6pp | 773.79%-762.7pp | 35.59%-24.5pp |
| Employer contribution / active EE | $2,328 | $2,340-0.5% | $2,912-20.1% | $2,755-15.5% |
| Participant deferral / active EE | $4,875 | $3,281+48.6% | $4,319+12.9% | $4,296+13.5% |
| Admin fee / account holder | $15,313 | $4,981+207.4% | $7,386+107.3% | $6,918+121.3% |