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 8-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 | $90,346 | $59,101+52.9% | $77,163+17.1% | $75,163+20.2% |
| Participation rate | 56.9% | 63.9%-6.9pp | 69.6%-12.6pp | 67.2%-10.3pp |
| Annual return | 37.36% | 26.71%+10.6pp | 37.87%-0.5pp | 160.62%-123.3pp |
| Employer contribution / active EE | $1,686 | $1,995-15.5% | $2,535-33.5% | $2,670-36.8% |
| Participant deferral / active EE | $3,424 | $2,999+14.2% | $3,833-10.7% | $4,125-17.0% |
| Admin fee / account holder | $2,093 | $4,774-56.2% | $5,472-61.7% | $5,651-63.0% |