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 | $120,472 | $80,724+49.2% | $103,333+16.6% | $74,495+61.7% |
| Participation rate | 61.3% | 65.7%-4.3pp | 74.5%-13.2pp | 67.2%-5.9pp |
| Annual return | 15.15% | 27.56%-12.4pp | 24.88%-9.7pp | 1364.94%-1349.8pp |
| Employer contribution / active EE | $1,616 | $3,157-48.8% | $3,868-58.2% | $2,623-38.4% |
| Participant deferral / active EE | $2,809 | $3,860-27.2% | $5,057-44.5% | $4,346-35.4% |
| Admin fee / account holder | $8,397 | $2,368+254.6% | $8,355+0.5% | $1,942+332.4% |