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 9-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 | $86,943 | $54,705+58.9% | $71,209+22.1% | $84,808+2.5% |
| Participation rate | 56.7% | 64.1%-7.4pp | 73.8%-17.1pp | 68.3%-11.6pp |
| Annual return | 17.65% | 35.90%-18.2pp | 282.51%-264.9pp | 40.90%-23.2pp |
| Employer contribution / active EE | $1,009 | $2,158-53.2% | $2,721-62.9% | $2,631-61.6% |
| Participant deferral / active EE | $4,214 | $3,030+39.1% | $4,175+0.9% | $4,212+0.1% |
| Admin fee / account holder | $1,013 | $4,863-79.2% | $5,349-81.1% | $7,344-86.2% |