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 | $91,509 | $89,753+2.0% | $107,525-14.9% | $84,808+7.9% |
| Participation rate | 26.8% | 68.1%-41.2pp | 75.1%-48.2pp | 68.3%-41.5pp |
| Annual return | 15.70% | 29.48%-13.8pp | 181.32%-165.6pp | 40.90%-25.2pp |
| Employer contribution / active EE | $999 | $3,113-67.9% | $3,754-73.4% | $2,631-62.0% |
| Participant deferral / active EE | $2,324 | $4,056-42.7% | $5,116-54.6% | $4,212-44.8% |
| Admin fee / account holder | $24,440 | $7,222+238.4% | $8,919+174.0% | $7,344+232.8% |