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 | $107,533 | $93,373+15.2% | $152,466-29.5% | $85,850+25.3% |
| Participation rate | 68.9% | 70.1%-1.2pp | 78.2%-9.3pp | 69.3%-0.4pp |
| Annual return | 17.79% | 21.84%-4.1pp | 757.33%-739.5pp | 318.53%-300.7pp |
| Employer contribution / active EE | $4,059 | $2,996+35.5% | $4,327-6.2% | $2,565+58.3% |
| Participant deferral / active EE | $6,334 | $4,550+39.2% | $5,820+8.8% | $3,952+60.3% |
| Admin fee / account holder | $14,107 | $13,853+1.8% | $15,805-10.7% | $6,260+125.4% |