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 | $109,261 | $78,705+38.8% | $117,854-7.3% | $70,131+55.8% |
| Participation rate | 60.0% | 73.2%-13.2pp | 79.7%-19.7pp | 69.5%-9.5pp |
| Annual return | 13.59% | 23.30%-9.7pp | 335.08%-321.5pp | 73.14%-59.6pp |
| Employer contribution / active EE | $1,040 | $2,223-53.2% | $3,786-72.5% | $2,342-55.6% |
| Participant deferral / active EE | $3,583 | $3,297+8.7% | $4,482-20.1% | $3,332+7.5% |
| Admin fee / account holder | $3,046 | $5,065-39.9% | $8,020-62.0% | $4,645-34.4% |