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 | $108,894 | $78,672+38.4% | $109,143-0.2% | $85,850+26.8% |
| Participation rate | 52.0% | 68.3%-16.3pp | 75.9%-23.9pp | 69.3%-17.3pp |
| Annual return | 17.46% | 25.09%-7.6pp | 25.75%-8.3pp | 318.53%-301.1pp |
| Employer contribution / active EE | $2,031 | $2,735-25.7% | $3,722-45.4% | $2,565-20.8% |
| Participant deferral / active EE | $6,221 | $3,467+79.4% | $4,653+33.7% | $3,952+57.4% |
| Admin fee / account holder | $10,961 | $5,469+100.4% | $6,752+62.3% | $6,260+75.1% |