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 | $95,471 | $50,958+87.4% | $74,550+28.1% | $64,186+48.7% |
| Participation rate | 51.5% | 61.1%-9.5pp | 69.1%-17.6pp | 69.6%-18.1pp |
| Annual return | 7.14% | -1.86%+9.0pp | 32.53%-25.4pp | 7.63%-0.5pp |
| Employer contribution / active EE | $1,789 | $1,115+60.4% | $1,961-8.8% | $2,381-24.8% |
| Participant deferral / active EE | $2,680 | $2,301+16.4% | $3,108-13.8% | $3,470-22.8% |
| Admin fee / account holder | $25,114 | $4,223+494.7% | $5,060+396.4% | $4,888+413.8% |