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 6-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 | $138,353 | $74,927+84.6% | $101,794+35.9% | $84,808+63.1% |
| Participation rate | 51.1% | 61.4%-10.3pp | 69.2%-18.1pp | 68.3%-17.2pp |
| Annual return | 19.04% | 18.70%+0.3pp | 30.53%-11.5pp | 40.90%-21.9pp |
| Employer contribution / active EE | $1,134 | $1,522-25.5% | $2,289-50.5% | $2,631-56.9% |
| Participant deferral / active EE | $3,341 | $3,099+7.8% | $4,084-18.2% | $4,212-20.7% |
| Admin fee / account holder | $614 | $6,514-90.6% | $8,777-93.0% | $7,344-91.6% |