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 9-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 | $114,582 | $54,705+109.5% | $71,209+60.9% | $84,808+35.1% |
| Participation rate | 29.4% | 64.1%-34.7pp | 73.8%-44.3pp | 68.3%-38.9pp |
| Annual return | 16.92% | 35.90%-19.0pp | 282.51%-265.6pp | 40.90%-24.0pp |
| Employer contribution / active EE | $724 | $2,158-66.4% | $2,721-73.4% | $2,631-72.5% |
| Participant deferral / active EE | $1,833 | $3,030-39.5% | $4,175-56.1% | $4,212-56.5% |
| Admin fee / account holder | $2,083 | $4,863-57.2% | $5,349-61.1% | $7,344-71.6% |