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 | $119,653 | $78,694+52.0% | $67,652+76.9% | $125,391-4.6% |
| Participation rate | 50.0% | 78.8%-28.8pp | 75.7%-25.7pp | 83.2%-33.2pp |
| Annual return | 0.40% | 9.46%-9.1pp | 6625.04%-6624.6pp | 282.22%-281.8pp |
| Employer contribution / active EE | $1,474 | $3,044-51.6% | $2,266-35.0% | $4,866-69.7% |
| Participant deferral / active EE | $4,051 | $4,292-5.6% | $3,560+13.8% | $5,352-24.3% |
| Admin fee / account holder | $4,600 | $7,403-37.9% | $4,821-4.6% | $9,540-51.8% |