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 | $97,311 | $75,935+28.1% | $60,547+60.7% | $125,391-22.4% |
| Participation rate | 66.7% | 76.5%-9.9pp | 68.0%-1.3pp | 83.2%-16.5pp |
| Annual return | -3.06% | -5.38%+2.3pp | 335.64%-338.7pp | 282.22%-285.3pp |
| Employer contribution / active EE | $4,320 | $3,438+25.7% | $2,419+78.6% | $4,866-11.2% |
| Participant deferral / active EE | $7,347 | $4,506+63.0% | $3,328+120.8% | $5,352+37.3% |
| Admin fee / account holder | $932 | $6,768-86.2% | $4,536-79.5% | $9,540-90.2% |