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 | $121,584 | $87,540+38.9% | $75,781+60.4% | $125,391-3.0% |
| Participation rate | 41.2% | 80.2%-39.0pp | 75.8%-34.6pp | 83.2%-42.0pp |
| Annual return | -1.41% | 13.48%-14.9pp | 9.68%-11.1pp | 282.22%-283.6pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $6,462 | $4,229+52.8% | $3,651+77.0% | $5,352+20.8% |
| Admin fee / account holder | $25,031 | $6,502+285.0% | $5,299+372.4% | $9,540+162.4% |