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 | $106,058 | $49,922+112.4% | $80,569+31.6% | $75,163+41.1% |
| Participation rate | 61.2% | 55.3%+5.9pp | 67.0%-5.8pp | 67.2%-6.0pp |
| Annual return | 16.59% | 34.69%-18.1pp | 935.43%-918.8pp | 160.62%-144.0pp |
| Employer contribution / active EE | $3,008 | $1,698+77.1% | $2,723+10.4% | $2,670+12.7% |
| Participant deferral / active EE | $3,353 | $2,990+12.1% | $4,447-24.6% | $4,125-18.7% |
| Admin fee / account holder | $12,250 | $3,577+242.5% | $5,377+127.8% | $5,651+116.8% |