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 | $109,954 | $58,208+88.9% | $81,812+34.4% | $80,856+36.0% |
| Participation rate | 64.0% | 63.4%+0.6pp | 72.3%-8.3pp | 67.6%-3.6pp |
| Annual return | 11.81% | 41.66%-29.9pp | 773.79%-762.0pp | 35.59%-23.8pp |
| Employer contribution / active EE | $2,277 | $2,340-2.7% | $2,912-21.8% | $2,755-17.4% |
| Participant deferral / active EE | $5,381 | $3,281+64.0% | $4,319+24.6% | $4,296+25.3% |
| Admin fee / account holder | $22,083 | $4,981+343.3% | $7,386+199.0% | $6,918+219.2% |