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 | $227,266 | $62,127+265.8% | $81,382+179.3% | $74,495+205.1% |
| Participation rate | 22.5% | 64.0%-41.5pp | 69.5%-47.0pp | 67.2%-44.7pp |
| Annual return | 13.80% | 16.48%-2.7pp | 24.73%-10.9pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $738 | $1,882-60.8% | $2,463-70.0% | $2,623-71.9% |
| Participant deferral / active EE | $1,776 | $3,229-45.0% | $3,883-54.3% | $4,346-59.1% |
| Admin fee / account holder | $62,323 | $1,934+3121.8% | $5,768+980.4% | $1,942+3109.7% |