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 | $95,766 | $54,705+75.1% | $71,209+34.5% | $84,808+12.9% |
| Participation rate | 69.4% | 64.1%+5.4pp | 73.8%-4.3pp | 68.3%+1.1pp |
| Annual return | 19.22% | 35.90%-16.7pp | 282.51%-263.3pp | 40.90%-21.7pp |
| Employer contribution / active EE | $8,108 | $2,158+275.7% | $2,721+198.0% | $2,631+208.2% |
| Participant deferral / active EE | $5,494 | $3,030+81.3% | $4,175+31.6% | $4,212+30.4% |
| Admin fee / account holder | $552 | $4,863-88.6% | $5,349-89.7% | $7,344-92.5% |