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 | $103,477 | $85,790+20.6% | $67,313+53.7% | $135,375-23.6% |
| Participation rate | 57.1% | 76.5%-19.3pp | 69.1%-11.9pp | 82.6%-25.5pp |
| Annual return | 9.07% | -0.54%+9.6pp | -4.08%+13.2pp | 519.73%-510.7pp |
| Employer contribution / active EE | $1,100 | $3,487-68.5% | $2,566-57.1% | $4,779-77.0% |
| Participant deferral / active EE | $2,755 | $4,651-40.8% | $3,568-22.8% | $5,609-50.9% |
| Admin fee / account holder | $317 | $6,392-95.0% | $4,507-93.0% | $10,827-97.1% |