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 6-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 | $111,150 | $148,978-25.4% | $200,582-44.6% | $84,808+31.1% |
| Participation rate | 66.0% | 84.2%-18.3pp | 86.9%-20.9pp | 68.3%-2.4pp |
| Annual return | 15.71% | 28.16%-12.5pp | 42.33%-26.6pp | 40.90%-25.2pp |
| Employer contribution / active EE | $2,794 | $4,815-42.0% | $6,419-56.5% | $2,631+6.2% |
| Participant deferral / active EE | $5,227 | $7,142-26.8% | $9,331-44.0% | $4,212+24.1% |
| Admin fee / account holder | $35,377 | $13,977+153.1% | $16,305+117.0% | $7,344+381.7% |