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 7-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 | $108,433 | $90,348+20.0% | $75,972+42.7% | $145,922-25.7% |
| Participation rate | 63.6% | 74.5%-10.8pp | 69.1%-5.4pp | 80.3%-16.6pp |
| Annual return | 11.14% | 620.88%-609.7pp | 359.55%-348.4pp | 561.29%-550.1pp |
| Employer contribution / active EE | $2,737 | $3,311-17.3% | $2,685+1.9% | $4,660-41.3% |
| Participant deferral / active EE | $9,261 | $5,162+79.4% | $4,255+117.6% | $6,688+38.5% |
| Admin fee / account holder | $3,353 | $8,467-60.4% | $6,467-48.1% | $13,397-75.0% |