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 | $181,799 | $87,733+107.2% | $106,548+70.6% | $85,850+111.8% |
| Participation rate | 45.2% | 71.9%-26.7pp | 76.1%-30.9pp | 69.3%-24.1pp |
| Annual return | 15.14% | 21.86%-6.7pp | 26.80%-11.7pp | 318.53%-303.4pp |
| Employer contribution / active EE | $1,756 | $2,073-15.3% | $2,819-37.7% | $2,565-31.6% |
| Participant deferral / active EE | $3,230 | $3,469-6.9% | $4,398-26.6% | $3,952-18.3% |
| Admin fee / account holder | $16,266 | $6,767+140.4% | $7,407+119.6% | $6,260+159.9% |