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 10-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 | $146,554 | $96,484+51.9% | $156,263-6.2% | $74,304+97.2% |
| Participation rate | 51.4% | 67.7%-16.2pp | 78.9%-27.5pp | 60.3%-8.9pp |
| Annual return | 13.14% | 17.73%-4.6pp | 59.47%-46.3pp | 29.43%-16.3pp |
| Employer contribution / active EE | $2,157 | $2,528-14.7% | $4,333-50.2% | $2,241-3.8% |
| Participant deferral / active EE | $5,221 | $4,286+21.8% | $6,158-15.2% | $3,767+38.6% |
| Admin fee / account holder | $8,508 | $3,728+128.2% | $14,255-40.3% | $2,969+186.6% |