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 | $70,138 | $135,952-48.4% | $123,892-43.4% | $273,961-74.4% |
| Participation rate | 40.0% | 84.1%-44.1pp | 81.4%-41.4pp | 83.0%-43.0pp |
| Annual return | 0.00% | 56.63%-56.6pp | 47.52%-47.5pp | 41.45%-41.5pp |
| Employer contribution / active EE | $8,480 | $5,170+64.0% | $4,617+83.7% | $4,869+74.2% |
| Participant deferral / active EE | $19,200 | $6,343+202.7% | $5,984+220.8% | $5,287+263.1% |
| Admin fee / account holder | $866 | $9,817-91.2% | $8,357-89.6% | $10,132-91.5% |