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 | $96,446 | $45,073+114.0% | $69,455+38.9% | $72,985+32.1% |
| Participation rate | 0.0% | 68.5%-68.5pp | 74.6%-74.6pp | 69.5%-69.5pp |
| Annual return | 19.46% | 22.65%-3.2pp | 28.97%-9.5pp | 81.00%-61.5pp |
| Employer contribution / active EE | $1,415 | $2,054-31.1% | $2,779-49.1% | $2,440-42.0% |
| Participant deferral / active EE | $3,025 | $2,602+16.3% | $3,535-14.4% | $3,607-16.1% |
| Admin fee / account holder | $5,521 | $3,056+80.7% | $3,839+43.8% | $5,124+7.7% |