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 | $91,274 | $152,587-40.2% | $125,175-27.1% | $152,861-40.3% |
| Participation rate | 61.5% | 83.3%-21.8pp | 79.8%-18.2pp | 82.4%-20.9pp |
| Annual return | 18.17% | 54.84%-36.7pp | 43.79%-25.6pp | 345.32%-327.1pp |
| Employer contribution / active EE | $8,121 | $4,946+64.2% | $3,865+110.1% | $4,762+70.5% |
| Participant deferral / active EE | $22,690 | $5,868+286.7% | $4,937+359.6% | $5,850+287.9% |
| Admin fee / account holder | $134,052 | $13,434+897.8% | $9,702+1281.7% | $11,596+1056.0% |