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 10-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 | $124,075 | $94,625+31.1% | $116,228+6.8% | $84,808+46.3% |
| Participation rate | 38.6% | 70.4%-31.9pp | 74.6%-36.0pp | 68.3%-29.7pp |
| Annual return | 15.91% | 20.40%-4.5pp | 90.06%-74.1pp | 40.90%-25.0pp |
| Employer contribution / active EE | $891 | $2,347-62.0% | $2,994-70.3% | $2,631-66.1% |
| Participant deferral / active EE | $1,909 | $3,972-51.9% | $4,953-61.5% | $4,212-54.7% |
| Admin fee / account holder | $29,756 | $10,091+194.9% | $11,989+148.2% | $7,344+305.2% |