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 | $118,344 | $72,277+63.7% | $101,248+16.9% | $79,858+48.2% |
| Participation rate | 44.4% | 68.5%-24.0pp | 75.8%-31.4pp | 69.6%-25.2pp |
| Annual return | 13.17% | 22.30%-9.1pp | 46.47%-33.3pp | 31.71%-18.5pp |
| Employer contribution / active EE | $1,786 | $2,692-33.6% | $3,660-51.2% | $2,471-27.7% |
| Participant deferral / active EE | $3,828 | $3,282+16.7% | $4,370-12.4% | $3,740+2.4% |
| Admin fee / account holder | $41,001 | $4,400+831.8% | $5,945+589.6% | $5,306+672.7% |