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 7-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 | $122,241 | $54,705+123.5% | $71,209+71.7% | $84,808+44.1% |
| Participation rate | 58.3% | 64.1%-5.7pp | 73.8%-15.4pp | 68.3%-10.0pp |
| Annual return | 15.88% | 35.90%-20.0pp | 282.51%-266.6pp | 40.90%-25.0pp |
| Employer contribution / active EE | $2,740 | $2,158+27.0% | $2,721+0.7% | $2,631+4.2% |
| Participant deferral / active EE | $5,733 | $3,030+89.2% | $4,175+37.3% | $4,212+36.1% |
| Admin fee / account holder | $5,025 | $4,863+3.3% | $5,349-6.1% | $7,344-31.6% |