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 | $80,361 | $77,813+3.3% | $123,544-35.0% | $64,186+25.2% |
| Participation rate | 22.6% | 74.7%-52.1pp | 82.3%-59.7pp | 69.6%-46.9pp |
| Annual return | 1.54% | 12.48%-10.9pp | 119.20%-117.7pp | 7.63%-6.1pp |
| Employer contribution / active EE | $1,726 | $3,014-42.7% | $4,628-62.7% | $2,381-27.5% |
| Participant deferral / active EE | $3,091 | $5,240-41.0% | $6,426-51.9% | $3,470-10.9% |
| Admin fee / account holder | $421,546 | $5,519+7538.5% | $9,284+4440.7% | $4,888+8524.0% |