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 | $108,913 | $81,460+33.7% | $103,333+5.4% | $80,856+34.7% |
| Participation rate | 54.3% | 66.8%-12.5pp | 74.5%-20.2pp | 67.6%-13.3pp |
| Annual return | 11.75% | 25.55%-13.8pp | 24.88%-13.1pp | 35.59%-23.8pp |
| Employer contribution / active EE | $1,524 | $3,105-50.9% | $3,868-60.6% | $2,755-44.7% |
| Participant deferral / active EE | $3,925 | $3,869+1.5% | $5,057-22.4% | $4,296-8.6% |
| Admin fee / account holder | $2,536 | $6,566-61.4% | $8,355-69.6% | $6,918-63.3% |