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 | $103,950 | $85,766+21.2% | $136,294-23.7% | $70,131+48.2% |
| Participation rate | 64.5% | 74.2%-9.6pp | 81.9%-17.4pp | 69.5%-5.0pp |
| Annual return | 14.94% | 31.45%-16.5pp | 5155.94%-5141.0pp | 73.14%-58.2pp |
| Employer contribution / active EE | $3,186 | $2,966+7.4% | $4,695-32.1% | $2,342+36.0% |
| Participant deferral / active EE | $9,051 | $5,051+79.2% | $6,247+44.9% | $3,332+171.7% |
| Admin fee / account holder | $1,414 | $5,420-73.9% | $9,243-84.7% | $4,645-69.6% |