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 6-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 | $93,323 | $85,022+9.8% | $70,515+32.3% | $139,434-33.1% |
| Participation rate | 20.0% | 73.9%-53.9pp | 68.3%-48.3pp | 80.3%-60.3pp |
| Annual return | 12.65% | 30.38%-17.7pp | 32.77%-20.1pp | 372.94%-360.3pp |
| Employer contribution / active EE | $1,198 | $3,909-69.4% | $2,973-59.7% | $4,751-74.8% |
| Participant deferral / active EE | $3,089 | $5,890-47.6% | $4,567-32.4% | $6,710-54.0% |
| Admin fee / account holder | $66,690 | $8,906+648.8% | $6,412+940.1% | $11,403+484.9% |