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 7-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 | $206,397 | $86,929+137.4% | $102,423+101.5% | $80,856+155.3% |
| Participation rate | 34.0% | 72.4%-38.4pp | 76.5%-42.5pp | 67.6%-33.6pp |
| Annual return | 15.57% | 18.88%-3.3pp | 29.32%-13.8pp | 35.59%-20.0pp |
| Employer contribution / active EE | $2,187 | $2,369-7.7% | $3,023-27.7% | $2,755-20.6% |
| Participant deferral / active EE | $5,572 | $4,118+35.3% | $5,053+10.3% | $4,296+29.7% |
| Admin fee / account holder | $10,307 | $8,049+28.0% | $9,451+9.1% | $6,918+49.0% |