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 | $108,281 | $46,553+132.6% | $64,056+69.0% | $75,163+44.1% |
| Participation rate | 48.4% | 65.9%-17.6pp | 72.3%-23.9pp | 67.2%-18.8pp |
| Annual return | 20.60% | 26.03%-5.4pp | 33.69%-13.1pp | 160.62%-140.0pp |
| Employer contribution / active EE | $1,207 | $1,974-38.9% | $2,747-56.1% | $2,670-54.8% |
| Participant deferral / active EE | $2,730 | $2,837-3.8% | $3,880-29.6% | $4,125-33.8% |
| Admin fee / account holder | $12,949 | $2,952+338.6% | $3,068+322.0% | $5,651+129.1% |