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 | $139,147 | $49,915+178.8% | $154,803-10.1% | $74,304+87.3% |
| Participation rate | 31.0% | 54.0%-22.9pp | 78.1%-47.1pp | 60.3%-29.3pp |
| Annual return | 19.25% | 34.06%-14.8pp | 58.88%-39.6pp | 29.43%-10.2pp |
| Employer contribution / active EE | $393 | $1,611-75.6% | $4,305-90.9% | $2,241-82.5% |
| Participant deferral / active EE | $3,654 | $2,255+62.1% | $5,540-34.0% | $3,767-3.0% |
| Admin fee / account holder | $1,131 | $2,189-48.3% | $14,329-92.1% | $2,969-61.9% |