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 | $97,222 | $82,978+17.2% | $129,995-25.2% | $71,457+36.1% |
| Participation rate | 50.0% | 74.1%-24.1pp | 78.5%-28.5pp | 67.9%-17.9pp |
| Annual return | 21.21% | 20.60%+0.6pp | -137.18%+158.4pp | 28.85%-7.6pp |
| Employer contribution / active EE | $2,024 | $2,622-22.8% | $4,320-53.1% | $2,588-21.8% |
| Participant deferral / active EE | $4,285 | $4,432-3.3% | $5,820-26.4% | $4,289-0.1% |
| Admin fee / account holder | $6,250 | $1,729+261.5% | $10,614-41.1% | $1,587+293.7% |