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 | $141,219 | $89,355+58.0% | $141,1620% | $72,985+93.5% |
| Participation rate | 46.7% | 75.1%-28.5pp | 82.5%-35.8pp | 69.5%-22.8pp |
| Annual return | 22.34% | 111.85%-89.5pp | 71.39%-49.1pp | 81.00%-58.7pp |
| Employer contribution / active EE | $2,055 | $3,114-34.0% | $4,735-56.6% | $2,440-15.8% |
| Participant deferral / active EE | $3,957 | $5,418-27.0% | $6,709-41.0% | $3,607+9.7% |
| Admin fee / account holder | $1,106 | $5,958-81.4% | $10,261-89.2% | $5,124-78.4% |