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 | $106,785 | $87,013+22.7% | $106,213+0.5% | $80,856+32.1% |
| Participation rate | 35.3% | 70.4%-35.1pp | 75.3%-40.0pp | 67.6%-32.3pp |
| Annual return | 11.10% | 17.05%-5.9pp | 116.14%-105.0pp | 35.59%-24.5pp |
| Employer contribution / active EE | $1,048 | $2,395-56.3% | $3,171-67.0% | $2,755-62.0% |
| Participant deferral / active EE | $2,690 | $3,986-32.5% | $5,016-46.4% | $4,296-37.4% |
| Admin fee / account holder | $823 | $8,431-90.2% | $11,033-92.5% | $6,918-88.1% |