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 | $93,218 | $51,576+80.7% | $129,207-27.9% | $80,856+15.3% |
| Participation rate | 61.4% | 57.0%+4.4pp | 69.6%-8.2pp | 67.6%-6.3pp |
| Annual return | 15.16% | 20.81%-5.6pp | 9417.33%-9402.2pp | 35.59%-20.4pp |
| Employer contribution / active EE | $2,134 | $1,584+34.7% | $4,153-48.6% | $2,755-22.5% |
| Participant deferral / active EE | $5,700 | $2,669+113.6% | $4,168+36.8% | $4,296+32.7% |
| Admin fee / account holder | $21,853 | $4,305+407.6% | $7,715+183.3% | $6,918+215.9% |