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 | $122,557 | $95,803+27.9% | $113,168+8.3% | $84,808+44.5% |
| Participation rate | 39.8% | 72.9%-33.1pp | 76.6%-36.8pp | 68.3%-28.6pp |
| Annual return | 15.34% | 25.00%-9.7pp | 24.27%-8.9pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,309 | $2,360-44.5% | $2,975-56.0% | $2,631-50.2% |
| Participant deferral / active EE | $3,001 | $4,242-29.2% | $5,107-41.2% | $4,212-28.7% |
| Admin fee / account holder | $13,598 | $8,989+51.3% | $12,068+12.7% | $7,344+85.2% |