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 | $147,365 | $87,733+68.0% | $106,548+38.3% | $85,850+71.7% |
| Participation rate | 63.0% | 71.9%-9.0pp | 76.1%-13.2pp | 69.3%-6.4pp |
| Annual return | 28.59% | 21.86%+6.7pp | 26.80%+1.8pp | 318.53%-289.9pp |
| Employer contribution / active EE | $18,499 | $2,073+792.4% | $2,819+556.2% | $2,565+621.2% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,398-100.0% | $3,952-100.0% |
| Admin fee / account holder | $8,014 | $6,767+18.4% | $7,407+8.2% | $6,260+28.0% |