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 | $104,846 | $51,576+103.3% | $129,207-18.9% | $80,856+29.7% |
| Participation rate | 68.3% | 57.0%+11.3pp | 69.6%-1.3pp | 67.6%+0.7pp |
| Annual return | 14.21% | 20.81%-6.6pp | 9417.33%-9403.1pp | 35.59%-21.4pp |
| Employer contribution / active EE | $2,576 | $1,584+62.6% | $4,153-38.0% | $2,755-6.5% |
| Participant deferral / active EE | $3,435 | $2,669+28.7% | $4,168-17.6% | $4,296-20.0% |
| Admin fee / account holder | $30,378 | $4,305+605.6% | $7,715+293.8% | $6,918+339.1% |