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 | $113,828 | $48,570+134.4% | $130,648-12.9% | $72,985+56.0% |
| Participation rate | 62.7% | 58.6%+4.2pp | 71.7%-9.0pp | 69.5%-6.7pp |
| Annual return | 20.33% | 38.63%-18.3pp | 1708.96%-1688.6pp | 81.00%-60.7pp |
| Employer contribution / active EE | $418 | $1,334-68.7% | $4,092-89.8% | $2,440-82.9% |
| Participant deferral / active EE | $5,407 | $2,384+126.8% | $3,603+50.1% | $3,607+49.9% |
| Admin fee / account holder | $19,890 | $3,549+460.4% | $5,464+264.0% | $5,124+288.1% |