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 | $119,451 | $96,635+23.6% | $86,612+37.9% | $139,434-14.3% |
| Participation rate | 40.0% | 74.4%-34.4pp | 71.7%-31.7pp | 80.3%-40.3pp |
| Annual return | 16.12% | 106.41%-90.3pp | 591.07%-575.0pp | 372.94%-356.8pp |
| Employer contribution / active EE | $4,160 | $3,263+27.5% | $3,022+37.6% | $4,751-12.4% |
| Participant deferral / active EE | $12,668 | $4,836+162.0% | $4,438+185.5% | $6,710+88.8% |
| Admin fee / account holder | $3,805 | $6,408-40.6% | $5,614-32.2% | $11,403-66.6% |