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 | $106,999 | $89,753+19.2% | $107,525-0.5% | $84,808+26.2% |
| Participation rate | 65.1% | 68.1%-2.9pp | 75.1%-10.0pp | 68.3%-3.2pp |
| Annual return | 14.15% | 29.48%-15.3pp | 181.32%-167.2pp | 40.90%-26.7pp |
| Employer contribution / active EE | $1,302 | $3,113-58.2% | $3,754-65.3% | $2,631-50.5% |
| Participant deferral / active EE | $4,104 | $4,056+1.2% | $5,116-19.8% | $4,212-2.6% |
| Admin fee / account holder | $32,529 | $7,222+350.4% | $8,919+264.7% | $7,344+342.9% |