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 | $174,098 | $74,888+132.5% | $71,209+144.5% | $142,382+22.3% |
| Participation rate | 37.5% | 76.2%-38.7pp | 73.8%-36.3pp | 80.1%-42.6pp |
| Annual return | 13.56% | 345.14%-331.6pp | 282.51%-269.0pp | 217.08%-203.5pp |
| Employer contribution / active EE | $683 | $2,854-76.1% | $2,721-74.9% | $4,299-84.1% |
| Participant deferral / active EE | $6,439 | $4,454+44.5% | $4,175+54.2% | $6,507-1.1% |
| Admin fee / account holder | $55,254 | $5,568+892.3% | $5,349+933.0% | $12,624+337.7% |