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 | $79,551 | $65,561+21.3% | $86,188-7.7% | $75,163+5.8% |
| Participation rate | 66.7% | 60.5%+6.2pp | 69.0%-2.3pp | 67.2%-0.5pp |
| Annual return | 13.96% | 46.05%-32.1pp | 1168.45%-1154.5pp | 160.62%-146.7pp |
| Employer contribution / active EE | $3,039 | $1,553+95.8% | $2,380+27.7% | $2,670+13.8% |
| Participant deferral / active EE | $4,310 | $3,024+42.5% | $3,985+8.2% | $4,125+4.5% |
| Admin fee / account holder | $4,566 | $5,474-16.6% | $6,852-33.4% | $5,651-19.2% |