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 | $108,474 | $95,803+13.2% | $113,168-4.1% | $84,808+27.9% |
| Participation rate | 48.7% | 72.9%-24.1pp | 76.6%-27.8pp | 68.3%-19.6pp |
| Annual return | 12.65% | 25.00%-12.4pp | 24.27%-11.6pp | 40.90%-28.2pp |
| Employer contribution / active EE | $1,662 | $2,360-29.6% | $2,975-44.1% | $2,631-36.8% |
| Participant deferral / active EE | $5,012 | $4,242+18.1% | $5,107-1.9% | $4,212+19.0% |
| Admin fee / account holder | $87,365 | $8,989+871.9% | $12,068+624.0% | $7,344+1089.6% |