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 | $125,763 | $91,552+37.4% | $133,956-6.1% | $79,858+57.5% |
| Participation rate | 63.3% | 73.3%-10.0pp | 79.8%-16.5pp | 69.6%-6.3pp |
| Annual return | 15.46% | 61.85%-46.4pp | 45.09%-29.6pp | 31.71%-16.3pp |
| Employer contribution / active EE | $2,724 | $2,384+14.3% | $3,919-30.5% | $2,471+10.2% |
| Participant deferral / active EE | $6,953 | $3,733+86.2% | $5,048+37.7% | $3,740+85.9% |
| Admin fee / account holder | $3,108 | $6,321-50.8% | $8,927-65.2% | $5,306-41.4% |