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 | $102,261 | $72,404+41.2% | $110,238-7.2% | $64,186+59.3% |
| Participation rate | 65.0% | 73.3%-8.3pp | 79.8%-14.8pp | 69.6%-4.6pp |
| Annual return | 9.44% | -6.29%+15.7pp | 314.74%-305.3pp | 7.63%+1.8pp |
| Employer contribution / active EE | $845 | $2,282-62.9% | $3,826-77.9% | $2,381-64.5% |
| Participant deferral / active EE | $3,739 | $3,469+7.8% | $4,672-20.0% | $3,470+7.8% |
| Admin fee / account holder | $5,906 | $5,664+4.3% | $8,547-30.9% | $4,888+20.8% |