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 | $114,837 | $49,922+130.0% | $80,569+42.5% | $75,163+52.8% |
| Participation rate | 36.4% | 55.3%-18.9pp | 67.0%-30.6pp | 67.2%-30.8pp |
| Annual return | 23.97% | 34.69%-10.7pp | 935.43%-911.5pp | 160.62%-136.7pp |
| Employer contribution / active EE | $823 | $1,698-51.5% | $2,723-69.8% | $2,670-69.2% |
| Participant deferral / active EE | $2,422 | $2,990-19.0% | $4,447-45.5% | $4,125-41.3% |
| Admin fee / account holder | $1,815 | $3,577-49.3% | $5,377-66.2% | $5,651-67.9% |