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 | $96,668 | $91,190+6.0% | $178,490-45.8% | $79,858+21.0% |
| Participation rate | 51.7% | 69.2%-17.5pp | 81.9%-30.2pp | 69.6%-17.9pp |
| Annual return | 16.97% | 24.19%-7.2pp | 151.07%-134.1pp | 31.71%-14.7pp |
| Employer contribution / active EE | $2,762 | $3,256-15.2% | $5,011-44.9% | $2,471+11.8% |
| Participant deferral / active EE | $5,431 | $3,236+67.8% | $5,202+4.4% | $3,740+45.2% |
| Admin fee / account holder | $20,103 | $6,751+197.8% | $13,984+43.8% | $5,306+278.9% |