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 | $131,275 | $77,503+69.4% | $100,391+30.8% | $80,856+62.4% |
| Participation rate | 59.5% | 76.9%-17.5pp | 81.5%-22.0pp | 67.6%-8.2pp |
| Annual return | 16.01% | 37.20%-21.2pp | 49.20%-33.2pp | 35.59%-19.6pp |
| Employer contribution / active EE | $1,940 | $2,801-30.8% | $3,942-50.8% | $2,755-29.6% |
| Participant deferral / active EE | $5,371 | $6,820-21.2% | $8,082-33.5% | $4,296+25.0% |
| Admin fee / account holder | $1,763 | $5,897-70.1% | $7,899-77.7% | $6,918-74.5% |