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 4-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 | $113,501 | $81,460+39.3% | $103,333+9.8% | $80,856+40.4% |
| Participation rate | 60.8% | 66.8%-6.1pp | 74.5%-13.7pp | 67.6%-6.9pp |
| Annual return | 10.66% | 25.55%-14.9pp | 24.88%-14.2pp | 35.59%-24.9pp |
| Employer contribution / active EE | $3,278 | $3,105+5.6% | $3,868-15.2% | $2,755+19.0% |
| Participant deferral / active EE | $4,224 | $3,869+9.2% | $5,057-16.5% | $4,296-1.7% |
| Admin fee / account holder | $10,367 | $6,566+57.9% | $8,355+24.1% | $6,918+49.9% |