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 5-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 | $126,505 | $102,317+23.6% | $146,958-13.9% | $80,856+56.5% |
| Participation rate | 63.0% | 75.8%-12.9pp | 82.2%-19.2pp | 67.6%-4.7pp |
| Annual return | 13.05% | 134.76%-121.7pp | 418.34%-405.3pp | 35.59%-22.5pp |
| Employer contribution / active EE | $2,314 | $3,713-37.7% | $4,933-53.1% | $2,755-16.0% |
| Participant deferral / active EE | $5,255 | $6,644-20.9% | $8,070-34.9% | $4,296+22.3% |
| Admin fee / account holder | $21,160 | $7,941+166.5% | $12,998+62.8% | $6,918+205.9% |