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 | $110,737 | $91,190+21.4% | $178,490-38.0% | $79,858+38.7% |
| Participation rate | 50.0% | 69.2%-19.2pp | 81.9%-31.9pp | 69.6%-19.6pp |
| Annual return | 11.11% | 24.19%-13.1pp | 151.07%-140.0pp | 31.71%-20.6pp |
| Employer contribution / active EE | $1,240 | $3,256-61.9% | $5,011-75.2% | $2,471-49.8% |
| Participant deferral / active EE | $3,543 | $3,236+9.5% | $5,202-31.9% | $3,740-5.3% |
| Admin fee / account holder | $4,137 | $6,751-38.7% | $13,984-70.4% | $5,306-22.0% |