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 | $111,956 | $94,625+18.3% | $116,228-3.7% | $84,808+32.0% |
| Participation rate | 50.0% | 70.4%-20.4pp | 74.6%-24.6pp | 68.3%-18.3pp |
| Annual return | 15.20% | 20.40%-5.2pp | 90.06%-74.9pp | 40.90%-25.7pp |
| Employer contribution / active EE | $2,881 | $2,347+22.8% | $2,994-3.8% | $2,631+9.5% |
| Participant deferral / active EE | $6,302 | $3,972+58.7% | $4,953+27.2% | $4,212+49.6% |
| Admin fee / account holder | $56,761 | $10,091+462.5% | $11,989+373.4% | $7,344+672.9% |