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 | $113,309 | $61,774+83.4% | $97,226+16.5% | $80,856+40.1% |
| Participation rate | 69.6% | 63.5%+6.1pp | 72.7%-3.1pp | 67.6%+2.0pp |
| Annual return | 11.17% | -557.90%+569.1pp | 75.13%-64.0pp | 35.59%-24.4pp |
| Employer contribution / active EE | $2,950 | $1,837+60.6% | $2,729+8.1% | $2,755+7.1% |
| Participant deferral / active EE | $4,142 | $3,029+36.8% | $4,264-2.9% | $4,296-3.6% |
| Admin fee / account holder | $9,610 | $5,166+86.0% | $5,654+70.0% | $6,918+38.9% |