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 7-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 | $147,403 | $117,983+24.9% | $101,794+44.8% | $142,382+3.5% |
| Participation rate | 20.0% | 74.2%-54.2pp | 69.2%-49.2pp | 80.1%-60.1pp |
| Annual return | 18.51% | 36.92%-18.4pp | 30.53%-12.0pp | 217.08%-198.6pp |
| Employer contribution / active EE | $1,332 | $2,773-51.9% | $2,289-41.8% | $4,299-69.0% |
| Participant deferral / active EE | $6,200 | $4,714+31.5% | $4,084+51.8% | $6,507-4.7% |
| Admin fee / account holder | $670 | $10,433-93.6% | $8,777-92.4% | $12,624-94.7% |