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 | $127,647 | $48,795+161.6% | $65,493+94.9% | $84,808+50.5% |
| Participation rate | 44.3% | 67.0%-22.7pp | 73.1%-28.8pp | 68.3%-24.0pp |
| Annual return | 16.62% | 20.20%-3.6pp | 982.45%-965.8pp | 40.90%-24.3pp |
| Employer contribution / active EE | $1,866 | $1,930-3.3% | $2,574-27.5% | $2,631-29.1% |
| Participant deferral / active EE | $2,630 | $2,928-10.2% | $3,961-33.6% | $4,212-37.6% |
| Admin fee / account holder | $5,617 | $3,877+44.9% | $5,028+11.7% | $7,344-23.5% |