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 | $144,660 | $95,266+51.8% | $82,389+75.6% | $142,382+1.6% |
| Participation rate | 60.0% | 74.5%-14.5pp | 69.5%-9.5pp | 80.1%-20.1pp |
| Annual return | 17.69% | 25.74%-8.0pp | 28.67%-11.0pp | 217.08%-199.4pp |
| Employer contribution / active EE | $3,159 | $2,991+5.6% | $2,517+25.5% | $4,299-26.5% |
| Participant deferral / active EE | $10,479 | $4,809+117.9% | $4,155+152.2% | $6,507+61.0% |
| Admin fee / account holder | $831 | $8,563-90.3% | $7,231-88.5% | $12,624-93.4% |