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 | $79,247 | $92,222-14.1% | $76,768+3.2% | $135,375-41.5% |
| Participation rate | 66.7% | 79.8%-13.1pp | 77.0%-10.3pp | 82.6%-16.0pp |
| Annual return | 2.05% | 5.46%-3.4pp | 2.43%-0.4pp | 519.73%-517.7pp |
| Employer contribution / active EE | $6,408 | $3,216+99.3% | $2,485+157.9% | $4,779+34.1% |
| Participant deferral / active EE | $8,520 | $4,509+89.0% | $3,852+121.2% | $5,609+51.9% |
| Admin fee / account holder | $34,632 | $10,748+222.2% | $6,675+418.8% | $10,827+219.9% |