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 | $111,957 | $69,518+61.0% | $59,878+87.0% | $135,375-17.3% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.7%-8.0pp | 82.6%-16.0pp |
| Annual return | -3.20% | 7.94%-11.1pp | 3.46%-6.7pp | 519.73%-522.9pp |
| Employer contribution / active EE | $3,623 | $3,235+12.0% | $2,722+33.1% | $4,779-24.2% |
| Participant deferral / active EE | $4,014 | $4,206-4.6% | $3,402+18.0% | $5,609-28.4% |
| Admin fee / account holder | $13,045 | $5,734+127.5% | $3,590+263.3% | $10,827+20.5% |