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 9-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 | $141,502 | $87,733+61.3% | $106,548+32.8% | $85,850+64.8% |
| Participation rate | 55.2% | 71.9%-16.8pp | 76.1%-21.0pp | 69.3%-14.1pp |
| Annual return | 18.41% | 21.86%-3.4pp | 26.80%-8.4pp | 318.53%-300.1pp |
| Employer contribution / active EE | $568 | $2,073-72.6% | $2,819-79.8% | $2,565-77.8% |
| Participant deferral / active EE | $2,995 | $3,469-13.7% | $4,398-31.9% | $3,952-24.2% |
| Admin fee / account holder | $1,267 | $6,767-81.3% | $7,407-82.9% | $6,260-79.8% |