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 | $180,492 | $92,222+95.7% | $76,768+135.1% | $135,375+33.3% |
| Participation rate | 16.7% | 79.8%-63.1pp | 77.0%-60.3pp | 82.6%-66.0pp |
| Annual return | 14.70% | 5.46%+9.2pp | 2.43%+12.3pp | 519.73%-505.0pp |
| Employer contribution / active EE | $1,323 | $3,216-58.9% | $2,485-46.8% | $4,779-72.3% |
| Participant deferral / active EE | $6,000 | $4,509+33.1% | $3,852+55.8% | $5,609+7.0% |
| Admin fee / account holder | $10,931 | $10,748+1.7% | $6,675+63.8% | $10,827+1.0% |