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 | $63,497 | $76,738-17.3% | $56,411+12.6% | $145,922-56.5% |
| Participation rate | 68.4% | 63.2%+5.2pp | 52.5%+16.0pp | 80.3%-11.9pp |
| Annual return | 15.17% | 2994.23%-2979.1pp | 1701.33%-1686.2pp | 561.29%-546.1pp |
| Employer contribution / active EE | $1,118 | $1,380-19.0% | $1,039+7.7% | $4,660-76.0% |
| Participant deferral / active EE | $3,398 | $2,623+29.6% | $1,952+74.1% | $6,688-49.2% |
| Admin fee / account holder | $1,367 | $3,334-59.0% | $2,829-51.7% | $13,397-89.8% |