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 | $107,123 | $96,305+11.2% | $80,569+33.0% | $139,434-23.2% |
| Participation rate | 63.6% | 73.6%-10.0pp | 67.0%-3.4pp | 80.3%-16.7pp |
| Annual return | 24.80% | 1350.08%-1325.3pp | 935.43%-910.6pp | 372.94%-348.1pp |
| Employer contribution / active EE | $4,324 | $3,262+32.5% | $2,723+58.8% | $4,751-9.0% |
| Participant deferral / active EE | $8,058 | $5,232+54.0% | $4,447+81.2% | $6,710+20.1% |
| Admin fee / account holder | $1,900 | $6,599-71.2% | $5,377-64.7% | $11,403-83.3% |