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 8-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 | $118,935 | $81,248+46.4% | $155,509-23.5% | $80,856+47.1% |
| Participation rate | 36.1% | 66.2%-30.1pp | 78.2%-42.1pp | 67.6%-31.5pp |
| Annual return | 17.84% | 33.31%-15.5pp | 64.67%-46.8pp | 35.59%-17.8pp |
| Employer contribution / active EE | $2,395 | $3,100-22.7% | $4,672-48.7% | $2,755-13.1% |
| Participant deferral / active EE | $4,598 | $3,452+33.2% | $5,626-18.3% | $4,296+7.0% |
| Admin fee / account holder | $4,287 | $7,997-46.4% | $15,912-73.1% | $6,918-38.0% |