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 9-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 | $99,097 | $95,416+3.9% | $185,823-46.7% | $85,850+15.4% |
| Participation rate | 24.2% | 68.8%-44.5pp | 81.7%-57.5pp | 69.3%-45.1pp |
| Annual return | 13.22% | 23.59%-10.4pp | 122.05%-108.8pp | 318.53%-305.3pp |
| Employer contribution / active EE | $658 | $3,314-80.1% | $5,167-87.3% | $2,565-74.3% |
| Participant deferral / active EE | $1,517 | $3,423-55.7% | $5,568-72.8% | $3,952-61.6% |
| Admin fee / account holder | $1,461 | $7,213-79.7% | $16,237-91.0% | $6,260-76.7% |