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 | $102,852 | $61,774+66.5% | $97,226+5.8% | $80,856+27.2% |
| Participation rate | 57.0% | 63.5%-6.5pp | 72.7%-15.7pp | 67.6%-10.7pp |
| Annual return | 11.11% | -557.90%+569.0pp | 75.13%-64.0pp | 35.59%-24.5pp |
| Employer contribution / active EE | $1,005 | $1,837-45.3% | $2,729-63.2% | $2,755-63.5% |
| Participant deferral / active EE | $2,922 | $3,029-3.5% | $4,264-31.5% | $4,296-32.0% |
| Admin fee / account holder | $11,831 | $5,166+129.0% | $5,654+109.3% | $6,918+71.0% |