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 | $186,589 | $89,753+107.9% | $107,525+73.5% | $84,808+120.0% |
| Participation rate | 23.1% | 68.1%-45.0pp | 75.1%-52.0pp | 68.3%-45.2pp |
| Annual return | 18.94% | 29.48%-10.5pp | 181.32%-162.4pp | 40.90%-22.0pp |
| Employer contribution / active EE | $966 | $3,113-69.0% | $3,754-74.3% | $2,631-63.3% |
| Participant deferral / active EE | $3,196 | $4,056-21.2% | $5,116-37.5% | $4,212-24.1% |
| Admin fee / account holder | $8,116 | $7,222+12.4% | $8,919-9.0% | $7,344+10.5% |