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 9-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 | $116,773 | $88,707+31.6% | $74,183+57.4% | $273,961-57.4% |
| Participation rate | 55.6% | 79.4%-23.9pp | 76.6%-21.1pp | 83.0%-27.5pp |
| Annual return | 0.00% | 11.94%-11.9pp | 17.74%-17.7pp | 41.45%-41.5pp |
| Employer contribution / active EE | $665 | $3,159-79.0% | $2,370-72.0% | $4,869-86.3% |
| Participant deferral / active EE | $3,273 | $4,212-22.3% | $3,550-7.8% | $5,287-38.1% |
| Admin fee / account holder | $8,575 | $8,717-1.6% | $5,586+53.5% | $10,132-15.4% |