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 8-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 | $178,515 | $54,705+226.3% | $71,209+150.7% | $84,808+110.5% |
| Participation rate | 20.0% | 64.1%-44.1pp | 73.8%-53.8pp | 68.3%-48.3pp |
| Annual return | 17.20% | 35.90%-18.7pp | 282.51%-265.3pp | 40.90%-23.7pp |
| Employer contribution / active EE | $894 | $2,158-58.6% | $2,721-67.1% | $2,631-66.0% |
| Participant deferral / active EE | $2,157 | $3,030-28.8% | $4,175-48.3% | $4,212-48.8% |
| Admin fee / account holder | $14,372 | $4,863+195.5% | $5,349+168.7% | $7,344+95.7% |