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 | $129,250 | $60,892+112.3% | $82,389+56.9% | $84,808+52.4% |
| Participation rate | 51.9% | 63.3%-11.4pp | 69.5%-17.7pp | 68.3%-16.5pp |
| Annual return | 16.16% | 37.29%-21.1pp | 28.67%-12.5pp | 40.90%-24.7pp |
| Employer contribution / active EE | $3,827 | $1,779+115.1% | $2,517+52.0% | $2,631+45.5% |
| Participant deferral / active EE | $6,049 | $3,179+90.3% | $4,155+45.6% | $4,212+43.6% |
| Admin fee / account holder | $1,556 | $5,467-71.5% | $7,231-78.5% | $7,344-78.8% |