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 6-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 | $114,573 | $61,774+85.5% | $97,226+17.8% | $80,856+41.7% |
| Participation rate | 24.4% | 63.5%-39.1pp | 72.7%-48.2pp | 67.6%-43.2pp |
| Annual return | 10.76% | -557.90%+568.7pp | 75.13%-64.4pp | 35.59%-24.8pp |
| Employer contribution / active EE | $388 | $1,837-78.9% | $2,729-85.8% | $2,755-85.9% |
| Participant deferral / active EE | $1,282 | $3,029-57.7% | $4,264-69.9% | $4,296-70.2% |
| Admin fee / account holder | $8,811 | $5,166+70.6% | $5,654+55.9% | $6,918+27.4% |