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 | $83,146 | $49,173+69.1% | $121,098-31.3% | $75,163+10.6% |
| Participation rate | 59.5% | 55.4%+4.1pp | 69.5%-10.0pp | 67.2%-7.7pp |
| Annual return | 17.06% | 55.99%-38.9pp | 985.75%-968.7pp | 160.62%-143.6pp |
| Employer contribution / active EE | $1,504 | $1,546-2.7% | $4,164-63.9% | $2,670-43.7% |
| Participant deferral / active EE | $3,611 | $2,628+37.4% | $4,080-11.5% | $4,125-12.5% |
| Admin fee / account holder | $2,501 | $3,942-36.5% | $5,644-55.7% | $5,651-55.7% |