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 | $98,238 | $59,417+65.3% | $93,606+4.9% | $74,495+31.9% |
| Participation rate | 66.3% | 59.7%+6.7pp | 68.7%-2.4pp | 67.2%-0.9pp |
| Annual return | 25.65% | 81.83%-56.2pp | 133.20%-107.5pp | 1364.94%-1339.3pp |
| Employer contribution / active EE | $629 | $1,264-50.2% | $2,420-74.0% | $2,623-76.0% |
| Participant deferral / active EE | $3,502 | $3,050+14.8% | $4,411-20.6% | $4,346-19.4% |
| Admin fee / account holder | $5,524 | $3,021+82.8% | $8,285-33.3% | $1,942+184.5% |