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 | $59,441 | $49,922+19.1% | $80,569-26.2% | $75,163-20.9% |
| Participation rate | 69.0% | 55.3%+13.7pp | 67.0%+2.0pp | 67.2%+1.8pp |
| Annual return | 15.48% | 34.69%-19.2pp | 935.43%-919.9pp | 160.62%-145.1pp |
| Employer contribution / active EE | $2,097 | $1,698+23.5% | $2,723-23.0% | $2,670-21.5% |
| Participant deferral / active EE | $4,181 | $2,990+39.8% | $4,447-6.0% | $4,125+1.4% |
| Admin fee / account holder | $474 | $3,577-86.8% | $5,377-91.2% | $5,651-91.6% |