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 | $108,926 | $48,230+125.8% | $67,502+61.4% | $80,856+34.7% |
| Participation rate | 42.9% | 66.4%-23.5pp | 72.9%-30.0pp | 67.6%-24.8pp |
| Annual return | 12.10% | 18.28%-6.2pp | 3512.12%-3500.0pp | 35.59%-23.5pp |
| Employer contribution / active EE | $1,225 | $2,020-39.3% | $2,731-55.1% | $2,755-55.5% |
| Participant deferral / active EE | $2,739 | $2,924-6.3% | $4,000-31.5% | $4,296-36.2% |
| Admin fee / account holder | $25,149 | $3,681+583.2% | $3,998+529.1% | $6,918+263.5% |