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 | $130,314 | $88,707+46.9% | $74,183+75.7% | $273,961-52.4% |
| Participation rate | 36.4% | 79.4%-43.1pp | 76.6%-40.3pp | 83.0%-46.7pp |
| Annual return | 4.81% | 11.94%-7.1pp | 17.74%-12.9pp | 41.45%-36.6pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,766 | $4,212-58.1% | $3,550-50.3% | $5,287-66.6% |
| Admin fee / account holder | $14,606 | $8,717+67.6% | $5,586+161.5% | $10,132+44.2% |