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 | $125,554 | $99,877+25.7% | $84,966+47.8% | $145,922-14.0% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.8pp | 80.3%-13.6pp |
| Annual return | 13.83% | 83.76%-69.9pp | 66.38%-52.6pp | 561.29%-547.5pp |
| Employer contribution / active EE | $959 | $3,231-70.3% | $2,727-64.8% | $4,660-79.4% |
| Participant deferral / active EE | $2,010 | $5,291-62.0% | $4,519-55.5% | $6,688-69.9% |
| Admin fee / account holder | $378 | $7,248-94.8% | $6,149-93.8% | $13,397-97.2% |