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 6-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 | $90,221 | $67,984+32.7% | $65,493+37.8% | $74,304+21.4% |
| Participation rate | 25.0% | 66.3%-41.3pp | 73.1%-48.1pp | 60.3%-35.3pp |
| Annual return | 20.17% | 19.87%+0.3pp | 982.45%-962.3pp | 29.43%-9.3pp |
| Employer contribution / active EE | $1,879 | $2,491-24.6% | $2,574-27.0% | $2,241-16.2% |
| Participant deferral / active EE | $1,586 | $3,346-52.6% | $3,961-60.0% | $3,767-57.9% |
| Admin fee / account holder | $8,394 | $1,373+511.4% | $5,028+66.9% | $2,969+182.7% |