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 | $111,167 | $81,460+36.5% | $103,333+7.6% | $80,856+37.5% |
| Participation rate | 23.7% | 66.8%-43.2pp | 74.5%-50.8pp | 67.6%-44.0pp |
| Annual return | 11.52% | 25.55%-14.0pp | 24.88%-13.4pp | 35.59%-24.1pp |
| Employer contribution / active EE | $1,195 | $3,105-61.5% | $3,868-69.1% | $2,755-56.6% |
| Participant deferral / active EE | $2,799 | $3,869-27.7% | $5,057-44.7% | $4,296-34.9% |
| Admin fee / account holder | $974 | $6,566-85.2% | $8,355-88.3% | $6,918-85.9% |