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 | $119,262 | $60,022+98.7% | $88,946+34.1% | $84,808+40.6% |
| Participation rate | 58.8% | 57.8%+1.0pp | 68.8%-10.0pp | 68.3%-9.5pp |
| Annual return | 23.25% | 22.43%+0.8pp | 57.82%-34.6pp | 40.90%-17.6pp |
| Employer contribution / active EE | $2,017 | $1,703+18.5% | $2,555-21.1% | $2,631-23.3% |
| Participant deferral / active EE | $4,493 | $3,114+44.3% | $4,581-1.9% | $4,212+6.7% |
| Admin fee / account holder | $6,660 | $4,811+38.4% | $8,261-19.4% | $7,344-9.3% |