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 | $118,821 | $74,927+58.6% | $101,794+16.7% | $84,808+40.1% |
| Participation rate | 56.3% | 61.4%-5.2pp | 69.2%-12.9pp | 68.3%-12.1pp |
| Annual return | 22.38% | 18.70%+3.7pp | 30.53%-8.1pp | 40.90%-18.5pp |
| Employer contribution / active EE | $2,227 | $1,522+46.3% | $2,289-2.7% | $2,631-15.4% |
| Participant deferral / active EE | $4,246 | $3,099+37.0% | $4,084+4.0% | $4,212+0.8% |
| Admin fee / account holder | $17,397 | $6,514+167.1% | $8,777+98.2% | $7,344+136.9% |