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 | $123,544 | $74,888+65.0% | $71,209+73.5% | $142,382-13.2% |
| Participation rate | 37.5% | 76.2%-38.7pp | 73.8%-36.3pp | 80.1%-42.6pp |
| Annual return | 19.69% | 345.14%-325.5pp | 282.51%-262.8pp | 217.08%-197.4pp |
| Employer contribution / active EE | $960 | $2,854-66.4% | $2,721-64.7% | $4,299-77.7% |
| Participant deferral / active EE | $1,168 | $4,454-73.8% | $4,175-72.0% | $6,507-82.0% |
| Admin fee / account holder | $1,053 | $5,568-81.1% | $5,349-80.3% | $12,624-91.7% |