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 7-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 | $104,383 | $89,753+16.3% | $107,525-2.9% | $84,808+23.1% |
| Participation rate | 68.3% | 68.1%+0.2pp | 75.1%-6.8pp | 68.3%0pp |
| Annual return | 31.62% | 29.48%+2.1pp | 181.32%-149.7pp | 40.90%-9.3pp |
| Employer contribution / active EE | $3,876 | $3,113+24.5% | $3,754+3.3% | $2,631+47.3% |
| Participant deferral / active EE | $6,586 | $4,056+62.4% | $5,116+28.7% | $4,212+56.4% |
| Admin fee / account holder | $4,513 | $7,222-37.5% | $8,919-49.4% | $7,344-38.5% |