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 | $161,217 | $52,681+206.0% | $75,781+112.7% | $59,632+170.4% |
| Participation rate | 68.5% | 67.2%+1.3pp | 75.8%-7.3pp | 68.7%-0.2pp |
| Annual return | 0.22% | 2.95%-2.7pp | 9.68%-9.5pp | 2041.28%-2041.1pp |
| Employer contribution / active EE | $1,223 | $2,193-44.2% | $3,323-63.2% | $2,203-44.5% |
| Participant deferral / active EE | $6,634 | $2,591+156.1% | $3,651+81.7% | $3,192+107.8% |
| Admin fee / account holder | $5,636 | $3,610+56.1% | $5,299+6.3% | $4,297+31.2% |