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 | $85,312 | $67,984+25.5% | $65,493+30.3% | $74,304+14.8% |
| Participation rate | 50.0% | 66.3%-16.3pp | 73.1%-23.1pp | 60.3%-10.3pp |
| Annual return | 18.34% | 19.87%-1.5pp | 982.45%-964.1pp | 29.43%-11.1pp |
| Employer contribution / active EE | $1,585 | $2,491-36.4% | $2,574-38.4% | $2,241-29.3% |
| Participant deferral / active EE | $6,091 | $3,346+82.0% | $3,961+53.8% | $3,767+61.7% |
| Admin fee / account holder | $997 | $1,373-27.4% | $5,028-80.2% | $2,969-66.4% |