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 | $138,674 | $87,013+59.4% | $106,213+30.6% | $80,856+71.5% |
| Participation rate | 56.7% | 70.4%-13.8pp | 75.3%-18.6pp | 67.6%-11.0pp |
| Annual return | 12.48% | 17.05%-4.6pp | 116.14%-103.7pp | 35.59%-23.1pp |
| Employer contribution / active EE | $1,067 | $2,395-55.5% | $3,171-66.4% | $2,755-61.3% |
| Participant deferral / active EE | $1,816 | $3,986-54.4% | $5,016-63.8% | $4,296-57.7% |
| Admin fee / account holder | $34,222 | $8,431+305.9% | $11,033+210.2% | $6,918+394.7% |