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 8-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 | $81,353 | $70,669+15.1% | $169,368-52.0% | $75,163+8.2% |
| Participation rate | 67.4% | 64.8%+2.6pp | 77.1%-9.8pp | 67.2%+0.2pp |
| Annual return | 21.80% | 36.36%-14.6pp | 405.60%-383.8pp | 160.62%-138.8pp |
| Employer contribution / active EE | $3,186 | $2,211+44.1% | $4,013-20.6% | $2,670+19.3% |
| Participant deferral / active EE | $6,895 | $4,311+60.0% | $6,221+10.8% | $4,125+67.2% |
| Admin fee / account holder | $7,167 | $5,402+32.7% | $9,003-20.4% | $5,651+26.8% |