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 | $138,781 | $80,717+71.9% | $154,803-10.3% | $84,808+63.6% |
| Participation rate | 40.0% | 66.8%-26.8pp | 78.1%-38.1pp | 68.3%-28.3pp |
| Annual return | 20.06% | 37.96%-17.9pp | 58.88%-38.8pp | 40.90%-20.8pp |
| Employer contribution / active EE | $1,312 | $2,761-52.5% | $4,305-69.5% | $2,631-50.1% |
| Participant deferral / active EE | $2,343 | $3,303-29.1% | $5,540-57.7% | $4,212-44.4% |
| Admin fee / account holder | $344,372 | $6,746+5005.1% | $14,329+2303.3% | $7,344+4589.3% |