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 6-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 | $110,584 | $65,365+69.2% | $92,893+19.0% | $72,985+51.5% |
| Participation rate | 61.5% | 68.3%-6.8pp | 76.0%-14.5pp | 69.5%-7.9pp |
| Annual return | 22.34% | 42.10%-19.8pp | 109.41%-87.1pp | 81.00%-58.7pp |
| Employer contribution / active EE | $755 | $2,594-70.9% | $3,653-79.3% | $2,440-69.1% |
| Participant deferral / active EE | $4,562 | $3,128+45.8% | $4,236+7.7% | $3,607+26.5% |
| Admin fee / account holder | $1,878 | $4,251-55.8% | $5,794-67.6% | $5,124-63.3% |