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 | $137,836 | $71,050+94.0% | $93,606+47.3% | $80,856+70.5% |
| Participation rate | 25.0% | 60.4%-35.4pp | 68.7%-43.7pp | 67.6%-42.6pp |
| Annual return | 11.00% | 11.26%-0.3pp | 133.20%-122.2pp | 35.59%-24.6pp |
| Employer contribution / active EE | $1,133 | $1,564-27.6% | $2,420-53.2% | $2,755-58.9% |
| Participant deferral / active EE | $2,387 | $4,034-40.8% | $4,411-45.9% | $4,296-44.4% |
| Admin fee / account holder | $1,190 | $6,945-82.9% | $8,285-85.6% | $6,918-82.8% |