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 | $105,001 | $95,266+10.2% | $82,389+27.4% | $142,382-26.3% |
| Participation rate | 33.3% | 74.5%-41.1pp | 69.5%-36.2pp | 80.1%-46.8pp |
| Annual return | 15.89% | 25.74%-9.8pp | 28.67%-12.8pp | 217.08%-201.2pp |
| Employer contribution / active EE | $882 | $2,991-70.5% | $2,517-65.0% | $4,299-79.5% |
| Participant deferral / active EE | $3,118 | $4,809-35.2% | $4,155-25.0% | $6,507-52.1% |
| Admin fee / account holder | $18,699 | $8,563+118.4% | $7,231+158.6% | $12,624+48.1% |