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 | $151,218 | $87,013+73.8% | $106,213+42.4% | $80,856+87.0% |
| Participation rate | 61.4% | 70.4%-9.0pp | 75.3%-13.9pp | 67.6%-6.2pp |
| Annual return | 11.80% | 17.05%-5.2pp | 116.14%-104.3pp | 35.59%-23.8pp |
| Employer contribution / active EE | $2,391 | $2,395-0.2% | $3,171-24.6% | $2,755-13.2% |
| Participant deferral / active EE | $4,808 | $3,986+20.6% | $5,016-4.1% | $4,296+11.9% |
| Admin fee / account holder | $11,894 | $8,431+41.1% | $11,033+7.8% | $6,918+71.9% |