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 | $115,611 | $87,540+32.1% | $75,781+52.6% | $125,391-7.8% |
| Participation rate | 66.7% | 80.2%-13.5pp | 75.8%-9.2pp | 83.2%-16.5pp |
| Annual return | 0.65% | 13.48%-12.8pp | 9.68%-9.0pp | 282.22%-281.6pp |
| Employer contribution / active EE | $3,066 | $3,930-22.0% | $3,323-7.8% | $4,866-37.0% |
| Participant deferral / active EE | $7,916 | $4,229+87.2% | $3,651+116.8% | $5,352+47.9% |
| Admin fee / account holder | $129,824 | $6,502+1896.7% | $5,299+2349.9% | $9,540+1260.8% |