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 | $73,673 | $65,561+12.4% | $86,188-14.5% | $75,163-2.0% |
| Participation rate | 67.5% | 60.5%+7.0pp | 69.0%-1.5pp | 67.2%+0.3pp |
| Annual return | 16.87% | 46.05%-29.2pp | 1168.45%-1151.6pp | 160.62%-143.7pp |
| Employer contribution / active EE | $2,142 | $1,553+37.9% | $2,380-10.0% | $2,670-19.8% |
| Participant deferral / active EE | $5,411 | $3,024+78.9% | $3,985+35.8% | $4,125+31.2% |
| Admin fee / account holder | $2,275 | $5,474-58.4% | $6,852-66.8% | $5,651-59.7% |