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 10-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 | $134,785 | $63,861+111.1% | $104,607+28.8% | $79,858+68.8% |
| Participation rate | 58.1% | 64.9%-6.8pp | 74.1%-15.9pp | 69.6%-11.5pp |
| Annual return | 21.21% | 21.30%-0.1pp | 340.46%-319.3pp | 31.71%-10.5pp |
| Employer contribution / active EE | $1,464 | $1,588-7.8% | $2,681-45.4% | $2,471-40.8% |
| Participant deferral / active EE | $3,008 | $2,693+11.7% | $3,740-19.6% | $3,740-19.6% |
| Admin fee / account holder | $2,765 | $4,185-33.9% | $6,473-57.3% | $5,306-47.9% |