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 | $113,847 | $108,172+5.2% | $77,482+46.9% | $158,922-28.4% |
| Participation rate | 35.7% | 64.4%-28.7pp | 54.2%-18.5pp | 82.0%-46.2pp |
| Annual return | 10.51% | 31.67%-21.2pp | 54.79%-44.3pp | 302.83%-292.3pp |
| Employer contribution / active EE | $1,175 | $1,325-11.3% | $986+19.1% | $4,761-75.3% |
| Participant deferral / active EE | $583 | $2,456-76.3% | $1,861-68.7% | $5,982-90.3% |
| Admin fee / account holder | $1,816 | $3,708-51.0% | $2,858-36.4% | $11,246-83.8% |