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 | $122,250 | $100,923+21.1% | $150,045-18.5% | $74,304+64.5% |
| Participation rate | 47.7% | 70.1%-22.4pp | 82.3%-34.7pp | 60.3%-12.7pp |
| Annual return | 18.84% | 51.77%-32.9pp | 62.55%-43.7pp | 29.43%-10.6pp |
| Employer contribution / active EE | $3,860 | $3,463+11.4% | $4,693-17.8% | $2,241+72.2% |
| Participant deferral / active EE | $6,855 | $6,709+2.2% | $7,997-14.3% | $3,767+82.0% |
| Admin fee / account holder | $9,028 | $2,767+226.3% | $13,435-32.8% | $2,969+204.1% |