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 | $107,856 | $103,949+3.8% | $69,182+55.9% | $273,961-60.6% |
| Participation rate | 50.0% | 67.4%-17.4pp | 55.1%-5.1pp | 83.0%-33.0pp |
| Annual return | 7.12% | 35.28%-28.2pp | -21.93%+29.1pp | 41.45%-34.3pp |
| Employer contribution / active EE | $620 | $1,783-65.2% | $1,206-48.6% | $4,869-87.3% |
| Participant deferral / active EE | $5,250 | $2,716+93.3% | $1,897+176.8% | $5,287-0.7% |
| Admin fee / account holder | $678 | $3,671-81.5% | $2,697-74.9% | $10,132-93.3% |