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 | $82,386 | $108,172-23.8% | $77,482+6.3% | $158,922-48.2% |
| Participation rate | 28.6% | 64.4%-35.9pp | 54.2%-25.6pp | 82.0%-53.4pp |
| Annual return | 19.25% | 31.67%-12.4pp | 54.79%-35.5pp | 302.83%-283.6pp |
| Employer contribution / active EE | $1,582 | $1,325+19.4% | $986+60.3% | $4,761-66.8% |
| Participant deferral / active EE | $5,571 | $2,456+126.8% | $1,861+199.4% | $5,982-6.9% |
| Admin fee / account holder | $317 | $3,708-91.5% | $2,858-88.9% | $11,246-97.2% |