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 | $109,389 | $91,190+20.0% | $178,490-38.7% | $79,858+37.0% |
| Participation rate | 6.5% | 69.2%-62.7pp | 81.9%-75.5pp | 69.6%-63.2pp |
| Annual return | 15.15% | 24.19%-9.0pp | 151.07%-135.9pp | 31.71%-16.6pp |
| Employer contribution / active EE | $533 | $3,256-83.6% | $5,011-89.4% | $2,471-78.4% |
| Participant deferral / active EE | $1,140 | $3,236-64.8% | $5,202-78.1% | $3,740-69.5% |
| Admin fee / account holder | $599 | $6,751-91.1% | $13,984-95.7% | $5,306-88.7% |