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 | $87,905 | $49,922+76.1% | $80,569+9.1% | $75,163+17.0% |
| Participation rate | 50.9% | 55.3%-4.4pp | 67.0%-16.1pp | 67.2%-16.3pp |
| Annual return | 16.88% | 34.69%-17.8pp | 935.43%-918.5pp | 160.62%-143.7pp |
| Employer contribution / active EE | $969 | $1,698-42.9% | $2,723-64.4% | $2,670-63.7% |
| Participant deferral / active EE | $5,128 | $2,990+71.5% | $4,447+15.3% | $4,125+24.3% |
| Admin fee / account holder | $27,028 | $3,577+655.6% | $5,377+402.6% | $5,651+378.3% |