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 | $142,340 | $82,286+73.0% | $68,791+106.9% | $134,475+5.8% |
| Participation rate | 20.0% | 75.1%-55.1pp | 69.0%-49.0pp | 81.2%-61.2pp |
| Annual return | 1.02% | -2.19%+3.2pp | -6.38%+7.4pp | 417.96%-416.9pp |
| Employer contribution / active EE | $651 | $3,301-80.3% | $2,655-75.5% | $4,740-86.3% |
| Participant deferral / active EE | $3,643 | $4,739-23.1% | $3,941-7.6% | $6,400-43.1% |
| Admin fee / account holder | $583 | $6,481-91.0% | $4,932-88.2% | $11,426-94.9% |