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 | $102,438 | $62,327+64.4% | $120,354-14.9% | $74,495+37.5% |
| Participation rate | 61.2% | 56.8%+4.4pp | 71.9%-10.7pp | 67.2%-6.0pp |
| Annual return | 11.84% | 18.61%-6.8pp | 107.15%-95.3pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $2,049 | $1,843+11.2% | $3,463-40.8% | $2,623-21.9% |
| Participant deferral / active EE | $3,971 | $2,893+37.3% | $4,991-20.4% | $4,346-8.6% |
| Admin fee / account holder | $11,429 | $2,396+377.0% | $9,423+21.3% | $1,942+488.6% |