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 | $124,967 | $95,862+30.4% | $79,550+57.1% | $134,475-7.1% |
| Participation rate | 61.5% | 75.0%-13.5pp | 69.5%-7.9pp | 81.2%-19.7pp |
| Annual return | 1.96% | -2.69%+4.7pp | 0.16%+1.8pp | 417.96%-416.0pp |
| Employer contribution / active EE | $1,347 | $3,128-56.9% | $2,413-44.2% | $4,740-71.6% |
| Participant deferral / active EE | $6,474 | $4,693+38.0% | $3,985+62.5% | $6,400+1.2% |
| Admin fee / account holder | $2,695 | $9,126-70.5% | $6,832-60.5% | $11,426-76.4% |