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 8-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 | $193,415 | $89,753+115.5% | $107,525+79.9% | $84,808+128.1% |
| Participation rate | 61.1% | 68.1%-6.9pp | 75.1%-14.0pp | 68.3%-7.2pp |
| Annual return | 13.04% | 29.48%-16.4pp | 181.32%-168.3pp | 40.90%-27.9pp |
| Employer contribution / active EE | $1,515 | $3,113-51.3% | $3,754-59.6% | $2,631-42.4% |
| Participant deferral / active EE | $7,396 | $4,056+82.3% | $5,116+44.6% | $4,212+75.6% |
| Admin fee / account holder | $3,662 | $7,222-49.3% | $8,919-58.9% | $7,344-50.1% |