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 | $155,181 | $62,573+148.0% | $85,682+81.1% | $85,850+80.8% |
| Participation rate | 64.3% | 61.1%+3.1pp | 69.9%-5.6pp | 69.3%-5.0pp |
| Annual return | 11.88% | 23.77%-11.9pp | 21.49%-9.6pp | 318.53%-306.7pp |
| Employer contribution / active EE | $989 | $1,757-43.7% | $2,618-62.2% | $2,565-61.4% |
| Participant deferral / active EE | $3,956 | $2,802+41.2% | $3,923+0.8% | $3,952+0.1% |
| Admin fee / account holder | $10,762 | $4,640+131.9% | $6,873+56.6% | $6,260+71.9% |