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 | $117,785 | $74,888+57.3% | $71,209+65.4% | $142,382-17.3% |
| Participation rate | 20.0% | 76.2%-56.2pp | 73.8%-53.8pp | 80.1%-60.1pp |
| Annual return | 14.75% | 345.14%-330.4pp | 282.51%-267.8pp | 217.08%-202.3pp |
| Employer contribution / active EE | $832 | $2,854-70.9% | $2,721-69.4% | $4,299-80.6% |
| Participant deferral / active EE | $1,232 | $4,454-72.3% | $4,175-70.5% | $6,507-81.1% |
| Admin fee / account holder | $3,292 | $5,568-40.9% | $5,349-38.5% | $12,624-73.9% |