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 | $100,111 | $86,929+15.2% | $102,423-2.3% | $80,856+23.8% |
| Participation rate | 62.7% | 72.4%-9.7pp | 76.5%-13.8pp | 67.6%-5.0pp |
| Annual return | 25.37% | 18.88%+6.5pp | 29.32%-4.0pp | 35.59%-10.2pp |
| Employer contribution / active EE | $3,463 | $2,369+46.2% | $3,023+14.5% | $2,755+25.7% |
| Participant deferral / active EE | $5,094 | $4,118+23.7% | $5,053+0.8% | $4,296+18.6% |
| Admin fee / account holder | $6,226 | $8,049-22.6% | $9,451-34.1% | $6,918-10.0% |