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 | $95,899 | $45,152+112.4% | $73,843+29.9% | $59,632+60.8% |
| Participation rate | 52.6% | 64.0%-11.4pp | 73.4%-20.8pp | 68.7%-16.0pp |
| Annual return | 1.22% | 27.40%-26.2pp | 2267.84%-2266.6pp | 2041.28%-2040.1pp |
| Employer contribution / active EE | $0 | $1,902-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,337 | $2,574+29.6% | $3,583-6.9% | $3,192+4.5% |
| Admin fee / account holder | $9,550 | $3,516+171.6% | $4,880+95.7% | $4,297+122.2% |