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 | $84,763 | $109,982-22.9% | $97,226-12.8% | $145,922-41.9% |
| Participation rate | 33.3% | 75.9%-42.6pp | 72.7%-39.4pp | 80.3%-46.9pp |
| Annual return | 11.78% | 242.90%-231.1pp | 75.13%-63.4pp | 561.29%-549.5pp |
| Employer contribution / active EE | $10,989 | $3,084+256.3% | $2,729+302.7% | $4,660+135.8% |
| Participant deferral / active EE | $4,832 | $4,676+3.3% | $4,264+13.3% | $6,688-27.7% |
| Admin fee / account holder | $7,596 | $6,221+22.1% | $5,654+34.4% | $13,397-43.3% |