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 | $114,101 | $49,177+132.0% | $79,464+43.6% | $64,186+77.8% |
| Participation rate | 68.0% | 65.0%+3.0pp | 73.3%-5.3pp | 69.6%-1.6pp |
| Annual return | 0.92% | -1.16%+2.1pp | 718.14%-717.2pp | 7.63%-6.7pp |
| Employer contribution / active EE | $1,794 | $2,076-13.6% | $2,800-35.9% | $2,381-24.6% |
| Participant deferral / active EE | $2,950 | $2,821+4.5% | $3,704-20.4% | $3,470-15.0% |
| Admin fee / account holder | $49,030 | $3,839+1177.2% | $5,113+858.9% | $4,888+903.1% |