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 9-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 | $98,980 | $65,365+51.4% | $92,893+6.6% | $72,985+35.6% |
| Participation rate | 22.8% | 68.3%-45.5pp | 76.0%-53.2pp | 69.5%-46.7pp |
| Annual return | 21.33% | 42.10%-20.8pp | 109.41%-88.1pp | 81.00%-59.7pp |
| Employer contribution / active EE | $758 | $2,594-70.8% | $3,653-79.2% | $2,440-68.9% |
| Participant deferral / active EE | $2,665 | $3,128-14.8% | $4,236-37.1% | $3,607-26.1% |
| Admin fee / account holder | $1,001 | $4,251-76.5% | $5,794-82.7% | $5,124-80.5% |