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 7-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 | $111,511 | $80,968+37.7% | $96,544+15.5% | $75,163+48.4% |
| Participation rate | 63.3% | 71.8%-8.5pp | 76.0%-12.7pp | 67.2%-3.9pp |
| Annual return | 14.60% | 27.06%-12.5pp | 25.84%-11.2pp | 160.62%-146.0pp |
| Employer contribution / active EE | $1,807 | $2,282-20.8% | $2,965-39.0% | $2,670-32.3% |
| Participant deferral / active EE | $4,639 | $3,928+18.1% | $4,851-4.4% | $4,125+12.5% |
| Admin fee / account holder | $10,361 | $6,724+54.1% | $8,252+25.5% | $5,651+83.3% |