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 | $126,705 | $54,705+131.6% | $71,209+77.9% | $84,808+49.4% |
| Participation rate | 64.1% | 64.1%0pp | 73.8%-9.6pp | 68.3%-4.2pp |
| Annual return | 14.46% | 35.90%-21.4pp | 282.51%-268.1pp | 40.90%-26.4pp |
| Employer contribution / active EE | $2,197 | $2,158+1.8% | $2,721-19.3% | $2,631-16.5% |
| Participant deferral / active EE | $5,790 | $3,030+91.0% | $4,175+38.7% | $4,212+37.5% |
| Admin fee / account holder | $10,895 | $4,863+124.0% | $5,349+103.7% | $7,344+48.4% |