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 | $111,301 | $58,694+89.6% | $142,863-22.1% | $85,850+29.6% |
| Participation rate | 65.5% | 58.5%+7.0pp | 71.9%-6.4pp | 69.3%-3.8pp |
| Annual return | 14.82% | 27.72%-12.9pp | 5637.54%-5622.7pp | 318.53%-303.7pp |
| Employer contribution / active EE | $2,032 | $1,423+42.8% | $4,144-51.0% | $2,565-20.8% |
| Participant deferral / active EE | $7,171 | $2,607+175.0% | $3,837+86.9% | $3,952+81.5% |
| Admin fee / account holder | $7,331 | $4,239+72.9% | $6,560+11.7% | $6,260+17.1% |