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 7-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 | $127,051 | $56,053+126.7% | $75,972+67.2% | $80,856+57.1% |
| Participation rate | 45.2% | 62.0%-16.9pp | 69.1%-23.9pp | 67.6%-22.5pp |
| Annual return | 12.68% | 20.53%-7.9pp | 359.55%-346.9pp | 35.59%-22.9pp |
| Employer contribution / active EE | $2,916 | $1,874+55.6% | $2,685+8.6% | $2,755+5.9% |
| Participant deferral / active EE | $1,434 | $3,052-53.0% | $4,255-66.3% | $4,296-66.6% |
| Admin fee / account holder | $27,634 | $5,234+428.0% | $6,467+327.3% | $6,918+299.5% |