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 | $144,018 | $127,386+13.1% | $115,037+25.2% | $125,391+14.9% |
| Participation rate | 22.2% | 84.2%-61.9pp | 81.4%-59.1pp | 83.2%-61.0pp |
| Annual return | 2.13% | 31.28%-29.1pp | 26.14%-24.0pp | 282.22%-280.1pp |
| Employer contribution / active EE | $0 | $5,166-100.0% | $4,608-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,681 | $6,423-58.3% | $6,026-55.5% | $5,352-49.9% |
| Admin fee / account holder | $36,829 | $9,516+287.0% | $8,175+350.5% | $9,540+286.0% |