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 | $145,669 | $109,881+32.6% | $150,045-2.9% | $84,808+71.8% |
| Participation rate | 68.4% | 76.1%-7.7pp | 82.3%-13.9pp | 68.3%+0.1pp |
| Annual return | 16.32% | 28.25%-11.9pp | 62.55%-46.2pp | 40.90%-24.6pp |
| Employer contribution / active EE | $2,632 | $3,561-26.1% | $4,693-43.9% | $2,6310% |
| Participant deferral / active EE | $6,170 | $6,636-7.0% | $7,997-22.8% | $4,212+46.5% |
| Admin fee / account holder | $31,256 | $8,568+264.8% | $13,435+132.6% | $7,344+325.6% |