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 | $110,693 | $49,173+125.1% | $121,098-8.6% | $75,163+47.3% |
| Participation rate | 60.0% | 55.4%+4.6pp | 69.5%-9.5pp | 67.2%-7.2pp |
| Annual return | 18.17% | 55.99%-37.8pp | 985.75%-967.6pp | 160.62%-142.4pp |
| Employer contribution / active EE | $2,241 | $1,546+45.0% | $4,164-46.2% | $2,670-16.1% |
| Participant deferral / active EE | $5,698 | $2,628+116.9% | $4,080+39.7% | $4,125+38.1% |
| Admin fee / account holder | $12,117 | $3,942+207.4% | $5,644+114.7% | $5,651+114.4% |