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 | $139,281 | $74,927+85.9% | $101,794+36.8% | $84,808+64.2% |
| Participation rate | 54.3% | 61.4%-7.1pp | 69.2%-14.9pp | 68.3%-14.0pp |
| Annual return | 19.70% | 18.70%+1.0pp | 30.53%-10.8pp | 40.90%-21.2pp |
| Employer contribution / active EE | $1,137 | $1,522-25.3% | $2,289-50.3% | $2,631-56.8% |
| Participant deferral / active EE | $1,559 | $3,099-49.7% | $4,084-61.8% | $4,212-63.0% |
| Admin fee / account holder | $8,784 | $6,514+34.9% | $8,777+0.1% | $7,344+19.6% |