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 | $114,856 | $74,927+53.3% | $101,794+12.8% | $84,808+35.4% |
| Participation rate | 56.0% | 61.4%-5.4pp | 69.2%-13.2pp | 68.3%-12.3pp |
| Annual return | 15.69% | 18.70%-3.0pp | 30.53%-14.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $2,169 | $1,522+42.5% | $2,289-5.3% | $2,631-17.6% |
| Participant deferral / active EE | $4,018 | $3,099+29.6% | $4,084-1.6% | $4,212-4.6% |
| Admin fee / account holder | $3,783 | $6,514-41.9% | $8,777-56.9% | $7,344-48.5% |