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 | $124,686 | $102,553+21.6% | $151,611-17.8% | $66,914+86.3% |
| Participation rate | 62.9% | 85.5%-22.6pp | 87.5%-24.6pp | 69.8%-6.9pp |
| Annual return | 19.56% | -10.82%+30.4pp | 3.33%+16.2pp | 1.58%+18.0pp |
| Employer contribution / active EE | $8,617 | $4,180+106.1% | $6,166+39.8% | $2,544+238.7% |
| Participant deferral / active EE | $0 | $6,641-100.0% | $8,363-100.0% | $4,237-100.0% |
| Admin fee / account holder | $20,811 | $630+3204.3% | $11,616+79.2% | $593+3407.9% |