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 | $114,263 | $51,576+121.5% | $129,207-11.6% | $80,856+41.3% |
| Participation rate | 65.5% | 57.0%+8.5pp | 69.6%-4.1pp | 67.6%-2.1pp |
| Annual return | 15.22% | 20.81%-5.6pp | 9417.33%-9402.1pp | 35.59%-20.4pp |
| Employer contribution / active EE | $1,406 | $1,584-11.3% | $4,153-66.2% | $2,755-49.0% |
| Participant deferral / active EE | $4,223 | $2,669+58.2% | $4,168+1.3% | $4,296-1.7% |
| Admin fee / account holder | $15,579 | $4,305+261.9% | $7,715+101.9% | $6,918+125.2% |