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 | $116,671 | $76,670+52.2% | $96,683+20.7% | $71,457+63.3% |
| Participation rate | 44.0% | 66.6%-22.6pp | 74.3%-30.3pp | 67.9%-23.9pp |
| Annual return | 14.65% | 48.29%-33.6pp | 35.69%-21.0pp | 28.85%-14.2pp |
| Employer contribution / active EE | $1,488 | $3,031-50.9% | $3,737-60.2% | $2,588-42.5% |
| Participant deferral / active EE | $2,816 | $3,771-25.3% | $4,878-42.3% | $4,289-34.3% |
| Admin fee / account holder | $12,945 | $2,028+538.2% | $6,730+92.4% | $1,587+715.5% |