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 | $97,738 | $78,705+24.2% | $117,854-17.1% | $70,131+39.4% |
| Participation rate | 61.4% | 73.2%-11.8pp | 79.7%-18.2pp | 69.5%-8.1pp |
| Annual return | 14.83% | 23.30%-8.5pp | 335.08%-320.2pp | 73.14%-58.3pp |
| Employer contribution / active EE | $1,660 | $2,223-25.3% | $3,786-56.2% | $2,342-29.1% |
| Participant deferral / active EE | $3,255 | $3,297-1.3% | $4,482-27.4% | $3,332-2.3% |
| Admin fee / account holder | $20,067 | $5,065+296.2% | $8,020+150.2% | $4,645+332.0% |