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 | $84,703 | $48,570+74.4% | $130,648-35.2% | $72,985+16.1% |
| Participation rate | 65.7% | 58.6%+7.1pp | 71.7%-6.0pp | 69.5%-3.8pp |
| Annual return | 20.04% | 38.63%-18.6pp | 1708.96%-1688.9pp | 81.00%-61.0pp |
| Employer contribution / active EE | $6,552 | $1,334+391.1% | $4,092+60.1% | $2,440+168.6% |
| Participant deferral / active EE | $6,095 | $2,384+155.7% | $3,603+69.2% | $3,607+69.0% |
| Admin fee / account holder | $7,959 | $3,549+124.3% | $5,464+45.7% | $5,124+55.3% |