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 | $144,823 | $109,413+32.4% | $156,263-7.3% | $84,808+70.8% |
| Participation rate | 60.2% | 72.7%-12.5pp | 78.9%-18.7pp | 68.3%-8.1pp |
| Annual return | 13.67% | 20.18%-6.5pp | 59.47%-45.8pp | 40.90%-27.2pp |
| Employer contribution / active EE | $2,614 | $2,907-10.1% | $4,333-39.7% | $2,631-0.6% |
| Participant deferral / active EE | $5,324 | $4,590+16.0% | $6,158-13.5% | $4,212+26.4% |
| Admin fee / account holder | $23,578 | $9,357+152.0% | $14,255+65.4% | $7,344+221.1% |