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 8-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 | $88,125 | $81,460+8.2% | $103,333-14.7% | $80,856+9.0% |
| Participation rate | 27.8% | 66.8%-39.1pp | 74.5%-46.7pp | 67.6%-39.9pp |
| Annual return | 0.00% | 25.55%-25.5pp | 24.88%-24.9pp | 35.59%-35.6pp |
| Employer contribution / active EE | $3,707 | $3,105+19.4% | $3,868-4.2% | $2,755+34.6% |
| Participant deferral / active EE | $1,953 | $3,869-49.5% | $5,057-61.4% | $4,296-54.5% |
| Admin fee / account holder | $1,093 | $6,566-83.4% | $8,355-86.9% | $6,918-84.2% |