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 | $83,259 | $74,888+11.2% | $71,209+16.9% | $142,382-41.5% |
| Participation rate | 47.4% | 76.2%-28.9pp | 73.8%-26.4pp | 80.1%-32.8pp |
| Annual return | 14.69% | 345.14%-330.5pp | 282.51%-267.8pp | 217.08%-202.4pp |
| Employer contribution / active EE | $4,508 | $2,854+57.9% | $2,721+65.7% | $4,299+4.9% |
| Participant deferral / active EE | $6,273 | $4,454+40.8% | $4,175+50.2% | $6,507-3.6% |
| Admin fee / account holder | $1,373 | $5,568-75.3% | $5,349-74.3% | $12,624-89.1% |