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 | $138,217 | $54,705+152.7% | $71,209+94.1% | $84,808+63.0% |
| Participation rate | 64.1% | 64.1%0pp | 73.8%-9.6pp | 68.3%-4.2pp |
| Annual return | 16.32% | 35.90%-19.6pp | 282.51%-266.2pp | 40.90%-24.6pp |
| Employer contribution / active EE | $1,603 | $2,158-25.7% | $2,721-41.1% | $2,631-39.1% |
| Participant deferral / active EE | $4,074 | $3,030+34.4% | $4,175-2.4% | $4,212-3.3% |
| Admin fee / account holder | $4,365 | $4,863-10.3% | $5,349-18.4% | $7,344-40.6% |