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 | $122,486 | $64,480+90.0% | $81,382+50.5% | $80,856+51.5% |
| Participation rate | 14.1% | 63.9%-49.8pp | 69.5%-55.4pp | 67.6%-53.5pp |
| Annual return | 10.81% | 16.34%-5.5pp | 24.73%-13.9pp | 35.59%-24.8pp |
| Employer contribution / active EE | $732 | $1,978-63.0% | $2,463-70.3% | $2,755-73.4% |
| Participant deferral / active EE | $1,171 | $3,094-62.2% | $3,883-69.9% | $4,296-72.7% |
| Admin fee / account holder | $1,777 | $5,671-68.7% | $5,768-69.2% | $6,918-74.3% |