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 | $109,542 | $57,281+91.2% | $86,612+26.5% | $75,163+45.7% |
| Participation rate | 61.3% | 63.2%-1.9pp | 71.7%-10.4pp | 67.2%-5.9pp |
| Annual return | 14.28% | 2670.75%-2656.5pp | 591.07%-576.8pp | 160.62%-146.3pp |
| Employer contribution / active EE | $593 | $2,314-74.4% | $3,022-80.4% | $2,670-77.8% |
| Participant deferral / active EE | $5,007 | $3,318+50.9% | $4,438+12.8% | $4,125+21.4% |
| Admin fee / account holder | $2,720 | $4,112-33.9% | $5,614-51.6% | $5,651-51.9% |