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 | $125,432 | $95,266+31.7% | $82,389+52.2% | $142,382-11.9% |
| Participation rate | 56.3% | 74.5%-18.2pp | 69.5%-13.3pp | 80.1%-23.9pp |
| Annual return | 16.08% | 25.74%-9.7pp | 28.67%-12.6pp | 217.08%-201.0pp |
| Employer contribution / active EE | $3,408 | $2,991+13.9% | $2,517+35.4% | $4,299-20.7% |
| Participant deferral / active EE | $8,832 | $4,809+83.7% | $4,155+112.6% | $6,507+35.7% |
| Admin fee / account holder | $1,848 | $8,563-78.4% | $7,231-74.4% | $12,624-85.4% |