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 | $113,762 | $82,978+37.1% | $129,995-12.5% | $71,457+59.2% |
| Participation rate | 50.9% | 74.1%-23.2pp | 78.5%-27.6pp | 67.9%-17.0pp |
| Annual return | 17.77% | 20.60%-2.8pp | -137.18%+154.9pp | 28.85%-11.1pp |
| Employer contribution / active EE | $2,027 | $2,622-22.7% | $4,320-53.1% | $2,588-21.7% |
| Participant deferral / active EE | $4,697 | $4,432+6.0% | $5,820-19.3% | $4,289+9.5% |
| Admin fee / account holder | $19,462 | $1,729+1025.7% | $10,614+83.4% | $1,587+1126.1% |