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 | $236,628 | $95,803+147.0% | $113,168+109.1% | $84,808+179.0% |
| Participation rate | 66.7% | 72.9%-6.2pp | 76.6%-9.9pp | 68.3%-1.6pp |
| Annual return | 12.82% | 25.00%-12.2pp | 24.27%-11.4pp | 40.90%-28.1pp |
| Employer contribution / active EE | $1,648 | $2,360-30.2% | $2,975-44.6% | $2,631-37.4% |
| Participant deferral / active EE | $3,105 | $4,242-26.8% | $5,107-39.2% | $4,212-26.3% |
| Admin fee / account holder | $1,586 | $8,989-82.4% | $12,068-86.9% | $7,344-78.4% |