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 8-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 | $120,488 | $95,803+25.8% | $113,168+6.5% | $84,808+42.1% |
| Participation rate | 53.1% | 72.9%-19.8pp | 76.6%-23.5pp | 68.3%-15.2pp |
| Annual return | 18.88% | 25.00%-6.1pp | 24.27%-5.4pp | 40.90%-22.0pp |
| Employer contribution / active EE | $1,576 | $2,360-33.2% | $2,975-47.0% | $2,631-40.1% |
| Participant deferral / active EE | $3,367 | $4,242-20.6% | $5,107-34.1% | $4,212-20.0% |
| Admin fee / account holder | $36,408 | $8,989+305.0% | $12,068+201.7% | $7,344+395.8% |