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 | $189,238 | $111,754+69.3% | $103,333+83.1% | $145,922+29.7% |
| Participation rate | 25.0% | 77.9%-52.9pp | 74.5%-49.5pp | 80.3%-55.3pp |
| Annual return | 15.51% | 24.77%-9.3pp | 24.88%-9.4pp | 561.29%-545.8pp |
| Employer contribution / active EE | $909 | $4,212-78.4% | $3,868-76.5% | $4,660-80.5% |
| Participant deferral / active EE | $7,625 | $5,619+35.7% | $5,057+50.8% | $6,688+14.0% |
| Admin fee / account holder | $1,412 | $9,750-85.5% | $8,355-83.1% | $13,397-89.5% |