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 | $108,428 | $51,576+110.2% | $129,207-16.1% | $80,856+34.1% |
| Participation rate | 66.7% | 57.0%+9.7pp | 69.6%-2.9pp | 67.6%-1.0pp |
| Annual return | 13.90% | 20.81%-6.9pp | 9417.33%-9403.4pp | 35.59%-21.7pp |
| Employer contribution / active EE | $3,438 | $1,584+117.1% | $4,153-17.2% | $2,755+24.8% |
| Participant deferral / active EE | $8,311 | $2,669+211.4% | $4,168+99.4% | $4,296+93.5% |
| Admin fee / account holder | $16,917 | $4,305+292.9% | $7,715+119.3% | $6,918+144.5% |