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 | $108,255 | $58,512+85.0% | $84,015+28.9% | $72,985+48.3% |
| Participation rate | 55.7% | 61.2%-5.5pp | 69.0%-13.3pp | 69.5%-13.8pp |
| Annual return | 24.08% | 28.93%-4.9pp | 71.31%-47.2pp | 81.00%-56.9pp |
| Employer contribution / active EE | $2,019 | $1,163+73.6% | $1,983+1.8% | $2,440-17.3% |
| Participant deferral / active EE | $2,387 | $2,394-0.3% | $3,239-26.3% | $3,607-33.8% |
| Admin fee / account holder | $3,945 | $4,569-13.7% | $6,101-35.3% | $5,124-23.0% |