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 6-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 | $127,739 | $109,881+16.3% | $150,045-14.9% | $84,808+50.6% |
| Participation rate | 63.6% | 76.1%-12.4pp | 82.3%-18.7pp | 68.3%-4.7pp |
| Annual return | 15.52% | 28.25%-12.7pp | 62.55%-47.0pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,773 | $3,561-50.2% | $4,693-62.2% | $2,631-32.6% |
| Participant deferral / active EE | $4,553 | $6,636-31.4% | $7,997-43.1% | $4,212+8.1% |
| Admin fee / account holder | $7,553 | $8,568-11.8% | $13,435-43.8% | $7,344+2.8% |