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 8-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 | $98,618 | $108,172-8.8% | $77,482+27.3% | $158,922-37.9% |
| Participation rate | 66.7% | 64.4%+2.2pp | 54.2%+12.5pp | 82.0%-15.3pp |
| Annual return | 20.98% | 31.67%-10.7pp | 54.79%-33.8pp | 302.83%-281.8pp |
| Employer contribution / active EE | $2,497 | $1,325+88.4% | $986+153.1% | $4,761-47.6% |
| Participant deferral / active EE | $4,081 | $2,456+66.1% | $1,861+119.3% | $5,982-31.8% |
| Admin fee / account holder | $15,045 | $3,708+305.8% | $2,858+426.5% | $11,246+33.8% |