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 | $114,390 | $89,753+27.4% | $107,525+6.4% | $84,808+34.9% |
| Participation rate | 62.8% | 68.1%-5.3pp | 75.1%-12.3pp | 68.3%-5.5pp |
| Annual return | 16.51% | 29.48%-13.0pp | 181.32%-164.8pp | 40.90%-24.4pp |
| Employer contribution / active EE | $2,389 | $3,113-23.3% | $3,754-36.4% | $2,631-9.2% |
| Participant deferral / active EE | $5,780 | $4,056+42.5% | $5,116+13.0% | $4,212+37.2% |
| Admin fee / account holder | $1,964 | $7,222-72.8% | $8,919-78.0% | $7,344-73.3% |