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 8-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 | $87,522 | $81,208+7.8% | $98,907-11.5% | $79,858+9.6% |
| Participation rate | 44.0% | 72.5%-28.5pp | 76.0%-32.0pp | 69.6%-25.6pp |
| Annual return | 16.85% | 60.99%-44.1pp | 196.43%-179.6pp | 31.71%-14.9pp |
| Employer contribution / active EE | $0 | $1,960-100.0% | $2,689-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,791 | $3,265+16.1% | $4,244-10.7% | $3,740+1.4% |
| Admin fee / account holder | $11,647 | $6,013+93.7% | $6,642+75.4% | $5,306+119.5% |