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 | $107,265 | $64,839+65.4% | $95,585+12.2% | $84,808+26.5% |
| Participation rate | 41.9% | 63.8%-22.0pp | 72.1%-30.2pp | 68.3%-26.5pp |
| Annual return | 16.44% | -670.96%+687.4pp | 38.56%-22.1pp | 40.90%-24.5pp |
| Employer contribution / active EE | $1,576 | $1,759-10.4% | $2,527-37.6% | $2,631-40.1% |
| Participant deferral / active EE | $3,220 | $2,965+8.6% | $4,023-19.9% | $4,212-23.5% |
| Admin fee / account holder | $27,843 | $5,964+366.8% | $6,127+354.4% | $7,344+279.1% |