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 8-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 | $131,234 | $68,719+91.0% | $91,541+43.4% | $84,808+54.7% |
| Participation rate | 55.7% | 64.5%-8.8pp | 69.8%-14.1pp | 68.3%-12.6pp |
| Annual return | 19.69% | 19.12%+0.6pp | 20.50%-0.8pp | 40.90%-21.2pp |
| Employer contribution / active EE | $1,821 | $1,920-5.2% | $2,505-27.3% | $2,631-30.8% |
| Participant deferral / active EE | $3,825 | $3,136+22.0% | $4,008-4.6% | $4,212-9.2% |
| Admin fee / account holder | $1,285 | $5,786-77.8% | $6,956-81.5% | $7,344-82.5% |