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 4-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 | $150,379 | $81,248+85.1% | $155,509-3.3% | $80,856+86.0% |
| Participation rate | 59.3% | 66.2%-7.0pp | 78.2%-18.9pp | 67.6%-8.4pp |
| Annual return | 16.28% | 33.31%-17.0pp | 64.67%-48.4pp | 35.59%-19.3pp |
| Employer contribution / active EE | $3,034 | $3,100-2.1% | $4,672-35.1% | $2,755+10.1% |
| Participant deferral / active EE | $7,263 | $3,452+110.4% | $5,626+29.1% | $4,296+69.1% |
| Admin fee / account holder | $1,826 | $7,997-77.2% | $15,912-88.5% | $6,918-73.6% |