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 8-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 | $76,037 | $58,828+29.3% | $77,999-2.5% | $62,891+20.9% |
| Participation rate | 63.9% | 71.1%-7.2pp | 75.5%-11.6pp | 69.3%-5.4pp |
| Annual return | 6.45% | 17.16%-10.7pp | 425.96%-419.5pp | 20.14%-13.7pp |
| Employer contribution / active EE | $805 | $1,672-51.8% | $2,470-67.4% | $2,281-64.7% |
| Participant deferral / active EE | $2,952 | $2,686+9.9% | $3,497-15.6% | $3,203-7.8% |
| Admin fee / account holder | $21,524 | $4,393+389.9% | $5,480+292.7% | $4,296+401.1% |