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 | $101,091 | $61,774+63.6% | $97,226+4.0% | $80,856+25.0% |
| Participation rate | 69.9% | 63.5%+6.4pp | 72.7%-2.8pp | 67.6%+2.2pp |
| Annual return | 27.89% | -557.90%+585.8pp | 75.13%-47.2pp | 35.59%-7.7pp |
| Employer contribution / active EE | $828 | $1,837-54.9% | $2,729-69.7% | $2,755-70.0% |
| Participant deferral / active EE | $2,400 | $3,029-20.8% | $4,264-43.7% | $4,296-44.1% |
| Admin fee / account holder | $13,599 | $5,166+163.2% | $5,654+140.5% | $6,918+96.6% |