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 7-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 | $131,379 | $54,705+140.2% | $71,209+84.5% | $84,808+54.9% |
| Participation rate | 27.6% | 64.1%-36.5pp | 73.8%-46.2pp | 68.3%-40.7pp |
| Annual return | 23.19% | 35.90%-12.7pp | 282.51%-259.3pp | 40.90%-17.7pp |
| Employer contribution / active EE | $689 | $2,158-68.1% | $2,721-74.7% | $2,631-73.8% |
| Participant deferral / active EE | $3,560 | $3,030+17.5% | $4,175-14.7% | $4,212-15.5% |
| Admin fee / account holder | $1,178 | $4,863-75.8% | $5,349-78.0% | $7,344-84.0% |