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 | $130,334 | $43,327+200.8% | $59,878+117.7% | $64,186+103.1% |
| Participation rate | 0.0% | 69.2%-69.2pp | 74.7%-74.7pp | 69.6%-69.6pp |
| Annual return | 7.51% | -1.55%+9.1pp | 3.46%+4.1pp | 7.63%-0.1pp |
| Employer contribution / active EE | $873 | $2,028-57.0% | $2,722-67.9% | $2,381-63.3% |
| Participant deferral / active EE | $1,519 | $2,546-40.3% | $3,402-55.3% | $3,470-56.2% |
| Admin fee / account holder | $4,173 | $3,005+38.9% | $3,590+16.2% | $4,888-14.6% |