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 6-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 | $152,191 | $110,257+38.0% | $96,544+57.6% | $139,434+9.1% |
| Participation rate | 42.9% | 78.1%-35.2pp | 76.0%-33.1pp | 80.3%-37.5pp |
| Annual return | 11.95% | 26.32%-14.4pp | 25.84%-13.9pp | 372.94%-361.0pp |
| Employer contribution / active EE | $945 | $3,620-73.9% | $2,965-68.1% | $4,751-80.1% |
| Participant deferral / active EE | $5,472 | $5,548-1.4% | $4,851+12.8% | $6,710-18.5% |
| Admin fee / account holder | $56,285 | $11,591+385.6% | $8,252+582.1% | $11,403+393.6% |