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 | $93,683 | $52,903+77.1% | $73,307+27.8% | $59,632+57.1% |
| Participation rate | 67.3% | 68.2%-0.9pp | 74.9%-7.6pp | 68.7%-1.3pp |
| Annual return | 0.58% | 12.20%-11.6pp | 5.67%-5.1pp | 2041.28%-2040.7pp |
| Employer contribution / active EE | $3,521 | $1,909+84.5% | $3,237+8.8% | $2,203+59.8% |
| Participant deferral / active EE | $7,757 | $4,069+90.6% | $4,991+55.4% | $3,192+143.0% |
| Admin fee / account holder | $39,248 | $3,834+923.6% | $5,637+596.3% | $4,297+813.4% |