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 | $141,942 | $87,540+62.1% | $75,781+87.3% | $125,391+13.2% |
| Participation rate | 33.3% | 80.2%-46.8pp | 75.8%-42.5pp | 83.2%-49.9pp |
| Annual return | 0.23% | 13.48%-13.3pp | 9.68%-9.4pp | 282.22%-282.0pp |
| Employer contribution / active EE | $1,156 | $3,930-70.6% | $3,323-65.2% | $4,866-76.3% |
| Participant deferral / active EE | $5,055 | $4,229+19.5% | $3,651+38.4% | $5,352-5.5% |
| Admin fee / account holder | $66,007 | $6,502+915.2% | $5,299+1145.6% | $9,540+591.9% |