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 | $114,991 | $80,717+42.5% | $154,803-25.7% | $84,808+35.6% |
| Participation rate | 22.0% | 66.8%-44.9pp | 78.1%-56.1pp | 68.3%-46.4pp |
| Annual return | 14.09% | 37.96%-23.9pp | 58.88%-44.8pp | 40.90%-26.8pp |
| Employer contribution / active EE | $441 | $2,761-84.0% | $4,305-89.8% | $2,631-83.2% |
| Participant deferral / active EE | $3,502 | $3,303+6.0% | $5,540-36.8% | $4,212-16.8% |
| Admin fee / account holder | $51,050 | $6,746+656.8% | $14,329+256.3% | $7,344+595.2% |