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 | $78,752 | $52,406+50.3% | $129,207-39.0% | $74,495+5.7% |
| Participation rate | 56.7% | 53.8%+2.9pp | 69.6%-12.9pp | 67.2%-10.5pp |
| Annual return | 16.13% | 15.66%+0.5pp | 9417.33%-9401.2pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $3,549 | $1,531+131.9% | $4,153-14.5% | $2,623+35.3% |
| Participant deferral / active EE | $3,949 | $2,794+41.3% | $4,168-5.2% | $4,346-9.1% |
| Admin fee / account holder | $4,154 | $2,633+57.8% | $7,715-46.2% | $1,942+113.9% |