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 10-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 | $133,265 | $73,933+80.3% | $96,683+37.8% | $75,163+77.3% |
| Participation rate | 56.1% | 66.4%-10.3pp | 74.3%-18.2pp | 67.2%-11.1pp |
| Annual return | 16.15% | 26.70%-10.6pp | 35.69%-19.5pp | 160.62%-144.5pp |
| Employer contribution / active EE | $2,168 | $2,928-26.0% | $3,737-42.0% | $2,670-18.8% |
| Participant deferral / active EE | $4,277 | $3,659+16.9% | $4,878-12.3% | $4,125+3.7% |
| Admin fee / account holder | $3,299 | $5,216-36.8% | $6,730-51.0% | $5,651-41.6% |