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 | $197,184 | $176,812+11.5% | $146,665+34.4% | $167,490+17.7% |
| Participation rate | 27.3% | 83.6%-56.3pp | 80.1%-52.8pp | 82.1%-54.8pp |
| Annual return | 14.28% | 24.03%-9.8pp | 22.74%-8.5pp | 478.56%-464.3pp |
| Employer contribution / active EE | $1,471 | $5,160-71.5% | $4,136-64.4% | $4,837-69.6% |
| Participant deferral / active EE | $3,581 | $6,440-44.4% | $5,506-35.0% | $6,341-43.5% |
| Admin fee / account holder | $2,053 | $13,259-84.5% | $10,280-80.0% | $12,309-83.3% |