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 | $130,814 | $77,899+67.9% | $149,673-12.6% | $75,163+74.0% |
| Participation rate | 25.0% | 65.6%-40.6pp | 78.8%-53.8pp | 67.2%-42.2pp |
| Annual return | 13.87% | 31.72%-17.8pp | 134.42%-120.5pp | 160.62%-146.7pp |
| Employer contribution / active EE | $855 | $3,137-72.8% | $4,818-82.3% | $2,670-68.0% |
| Participant deferral / active EE | $1,532 | $3,411-55.1% | $5,680-73.0% | $4,125-62.9% |
| Admin fee / account holder | $7,045 | $5,956+18.3% | $13,210-46.7% | $5,651+24.7% |