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 | $123,805 | $80,717+53.4% | $154,803-20.0% | $84,808+46.0% |
| Participation rate | 42.3% | 66.8%-24.5pp | 78.1%-35.8pp | 68.3%-26.0pp |
| Annual return | 27.44% | 37.96%-10.5pp | 58.88%-31.4pp | 40.90%-13.5pp |
| Employer contribution / active EE | $4,481 | $2,761+62.3% | $4,305+4.1% | $2,631+70.3% |
| Participant deferral / active EE | $8,992 | $3,303+172.2% | $5,540+62.3% | $4,212+113.5% |
| Admin fee / account holder | $8,934 | $6,746+32.4% | $14,329-37.7% | $7,344+21.7% |