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 | $102,879 | $71,192+44.5% | $117,854-12.7% | $62,292+65.2% |
| Participation rate | 64.2% | 74.2%-10.0pp | 79.7%-15.4pp | 69.5%-5.3pp |
| Annual return | 16.26% | 18.66%-2.4pp | 335.08%-318.8pp | 28.90%-12.6pp |
| Employer contribution / active EE | $2,225 | $1,934+15.1% | $3,786-41.2% | $2,042+9.0% |
| Participant deferral / active EE | $3,751 | $3,189+17.6% | $4,482-16.3% | $3,169+18.4% |
| Admin fee / account holder | $2,662 | $587+353.3% | $8,020-66.8% | $479+455.3% |