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 | $101,849 | $123,793-17.7% | $177,821-42.7% | $79,858+27.5% |
| Participation rate | 64.0% | 84.7%-20.7pp | 87.7%-23.7pp | 69.6%-5.6pp |
| Annual return | 14.68% | 22.82%-8.1pp | 48.32%-33.6pp | 31.71%-17.0pp |
| Employer contribution / active EE | $5,633 | $4,095+37.5% | $5,918-4.8% | $2,471+128.0% |
| Participant deferral / active EE | $7,025 | $5,956+18.0% | $7,714-8.9% | $3,740+87.8% |
| Admin fee / account holder | $133,117 | $7,243+1738.0% | $12,427+971.2% | $5,306+2408.7% |