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 | $88,521 | $58,208+52.1% | $81,812+8.2% | $80,856+9.5% |
| Participation rate | 46.9% | 63.4%-16.5pp | 72.3%-25.5pp | 67.6%-20.8pp |
| Annual return | 11.22% | 41.66%-30.4pp | 773.79%-762.6pp | 35.59%-24.4pp |
| Employer contribution / active EE | $1,501 | $2,340-35.9% | $2,912-48.5% | $2,755-45.5% |
| Participant deferral / active EE | $2,295 | $3,281-30.0% | $4,319-46.8% | $4,296-46.6% |
| Admin fee / account holder | $5,562 | $4,981+11.7% | $7,386-24.7% | $6,918-19.6% |