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 | $108,728 | $68,547+58.6% | $120,354-9.7% | $80,856+34.5% |
| Participation rate | 48.4% | 61.6%-13.2pp | 71.9%-23.5pp | 67.6%-19.3pp |
| Annual return | 12.50% | 23.60%-11.1pp | 107.15%-94.7pp | 35.59%-23.1pp |
| Employer contribution / active EE | $2,318 | $2,051+13.0% | $3,463-33.0% | $2,755-15.8% |
| Participant deferral / active EE | $4,668 | $3,173+47.1% | $4,991-6.5% | $4,296+8.7% |
| Admin fee / account holder | $1,007 | $5,732-82.4% | $9,423-89.3% | $6,918-85.4% |