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 | $105,590 | $86,944+21.4% | $107,525-1.8% | $74,304+42.1% |
| Participation rate | 42.5% | 59.6%-17.1pp | 75.1%-32.6pp | 60.3%-17.9pp |
| Annual return | 17.98% | 23.52%-5.5pp | 181.32%-163.3pp | 29.43%-11.5pp |
| Employer contribution / active EE | $1,500 | $2,757-45.6% | $3,754-60.0% | $2,241-33.1% |
| Participant deferral / active EE | $3,392 | $3,554-4.6% | $5,116-33.7% | $3,767-10.0% |
| Admin fee / account holder | $18,334 | $3,727+392.0% | $8,919+105.6% | $2,969+517.6% |