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 | $111,613 | $85,766+30.1% | $136,294-18.1% | $70,131+59.1% |
| Participation rate | 69.2% | 74.2%-4.9pp | 81.9%-12.7pp | 69.5%-0.3pp |
| Annual return | 24.56% | 31.45%-6.9pp | 5155.94%-5131.4pp | 73.14%-48.6pp |
| Employer contribution / active EE | $3,807 | $2,966+28.3% | $4,695-18.9% | $2,342+62.5% |
| Participant deferral / active EE | $7,033 | $5,051+39.2% | $6,247+12.6% | $3,332+111.1% |
| Admin fee / account holder | $541 | $5,420-90.0% | $9,243-94.1% | $4,645-88.4% |