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 | $123,517 | $44,960+174.7% | $84,966+45.4% | $74,495+65.8% |
| Participation rate | 51.4% | 49.4%+2.0pp | 67.5%-16.1pp | 67.2%-15.8pp |
| Annual return | 13.67% | 26.24%-12.6pp | 66.38%-52.7pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $2,069 | $1,457+42.0% | $2,727-24.1% | $2,623-21.1% |
| Participant deferral / active EE | $3,701 | $2,731+35.5% | $4,519-18.1% | $4,346-14.8% |
| Admin fee / account holder | $7,747 | $2,209+250.7% | $6,149+26.0% | $1,942+299.0% |