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 | $99,175 | $59,417+66.9% | $93,606+5.9% | $74,495+33.1% |
| Participation rate | 55.0% | 59.7%-4.6pp | 68.7%-13.7pp | 67.2%-12.2pp |
| Annual return | 13.53% | 81.83%-68.3pp | 133.20%-119.7pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $1,066 | $1,264-15.6% | $2,420-55.9% | $2,623-59.4% |
| Participant deferral / active EE | $3,186 | $3,050+4.5% | $4,411-27.8% | $4,346-26.7% |
| Admin fee / account holder | $12,785 | $3,021+323.1% | $8,285+54.3% | $1,942+558.4% |