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 | $144,161 | $109,881+31.2% | $150,045-3.9% | $84,808+70.0% |
| Participation rate | 57.0% | 76.1%-19.1pp | 82.3%-25.4pp | 68.3%-11.3pp |
| Annual return | 17.72% | 28.25%-10.5pp | 62.55%-44.8pp | 40.90%-23.2pp |
| Employer contribution / active EE | $3,570 | $3,561+0.2% | $4,693-23.9% | $2,631+35.7% |
| Participant deferral / active EE | $8,587 | $6,636+29.4% | $7,997+7.4% | $4,212+103.9% |
| Admin fee / account holder | $11,468 | $8,568+33.8% | $13,435-14.6% | $7,344+56.2% |