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 9-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 | $111,289 | $60,022+85.4% | $88,946+25.1% | $84,808+31.2% |
| Participation rate | 43.5% | 57.8%-14.3pp | 68.8%-25.3pp | 68.3%-24.8pp |
| Annual return | 19.05% | 22.43%-3.4pp | 57.82%-38.8pp | 40.90%-21.8pp |
| Employer contribution / active EE | $2,310 | $1,703+35.7% | $2,555-9.6% | $2,631-12.2% |
| Participant deferral / active EE | $3,766 | $3,114+20.9% | $4,581-17.8% | $4,212-10.6% |
| Admin fee / account holder | $4,216 | $4,811-12.4% | $8,261-49.0% | $7,344-42.6% |