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 | $97,058 | $53,516+81.4% | $126,539-23.3% | $84,808+14.4% |
| Participation rate | 66.0% | 58.2%+7.8pp | 69.8%-3.8pp | 68.3%-2.3pp |
| Annual return | 18.11% | 58.34%-40.2pp | 425.95%-407.8pp | 40.90%-22.8pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,469 | $2,671+67.3% | $4,083+9.5% | $4,212+6.1% |
| Admin fee / account holder | $3,956 | $4,497-12.0% | $6,065-34.8% | $7,344-46.1% |