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 | $128,497 | $109,817+17.0% | $98,442+30.5% | $167,490-23.3% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 10.71% | 1956.69%-1946.0pp | 1492.73%-1482.0pp | 478.56%-467.9pp |
| Employer contribution / active EE | $2,280 | $3,224-29.3% | $2,960-23.0% | $4,837-52.9% |
| Participant deferral / active EE | $4,205 | $4,673-10.0% | $4,276-1.7% | $6,341-33.7% |
| Admin fee / account holder | $2,544 | $6,753-62.3% | $5,949-57.2% | $12,309-79.3% |