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 | $102,613 | $64,839+58.3% | $95,585+7.4% | $84,808+21.0% |
| Participation rate | 27.1% | 63.8%-36.7pp | 72.1%-45.0pp | 68.3%-41.2pp |
| Annual return | 17.25% | -670.96%+688.2pp | 38.56%-21.3pp | 40.90%-23.6pp |
| Employer contribution / active EE | $750 | $1,759-57.4% | $2,527-70.3% | $2,631-71.5% |
| Participant deferral / active EE | $2,471 | $2,965-16.6% | $4,023-38.6% | $4,212-41.3% |
| Admin fee / account holder | $1,129 | $5,964-81.1% | $6,127-81.6% | $7,344-84.6% |