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 3-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 | $126,863 | $62,327+103.5% | $120,354+5.4% | $74,495+70.3% |
| Participation rate | 38.6% | 56.8%-18.2pp | 71.9%-33.3pp | 67.2%-28.6pp |
| Annual return | 12.69% | 18.61%-5.9pp | 107.15%-94.5pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $824 | $1,843-55.3% | $3,463-76.2% | $2,623-68.6% |
| Participant deferral / active EE | $2,036 | $2,893-29.6% | $4,991-59.2% | $4,346-53.2% |
| Admin fee / account holder | $2,503 | $2,396+4.5% | $9,423-73.4% | $1,942+28.9% |