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 | $148,297 | $118,450+25.2% | $98,439+50.6% | $139,434+6.4% |
| Participation rate | 53.8% | 77.4%-23.6pp | 75.2%-21.3pp | 80.3%-26.5pp |
| Annual return | 15.04% | 18.94%-3.9pp | 21.16%-6.1pp | 372.94%-357.9pp |
| Employer contribution / active EE | $1,204 | $3,609-66.6% | $3,048-60.5% | $4,751-74.7% |
| Participant deferral / active EE | $4,819 | $5,392-10.6% | $4,738+1.7% | $6,710-28.2% |
| Admin fee / account holder | $1,023 | $14,026-92.7% | $8,948-88.6% | $11,403-91.0% |