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 | $104,207 | $70,428+48.0% | $96,562+7.9% | $85,850+21.4% |
| Participation rate | 54.7% | 61.8%-7.1pp | 69.8%-15.1pp | 69.3%-14.6pp |
| Annual return | 15.77% | 18.59%-2.8pp | 37.78%-22.0pp | 318.53%-302.8pp |
| Employer contribution / active EE | $1,782 | $1,413+26.1% | $2,356-24.4% | $2,565-30.5% |
| Participant deferral / active EE | $4,518 | $2,894+56.1% | $3,849+17.4% | $3,952+14.3% |
| Admin fee / account holder | $3,948 | $4,997-21.0% | $6,181-36.1% | $6,260-36.9% |