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 | $159,150 | $89,753+77.3% | $107,525+48.0% | $84,808+87.7% |
| Participation rate | 60.0% | 68.1%-8.1pp | 75.1%-15.1pp | 68.3%-8.3pp |
| Annual return | 13.34% | 29.48%-16.1pp | 181.32%-168.0pp | 40.90%-27.6pp |
| Employer contribution / active EE | $2,585 | $3,113-17.0% | $3,754-31.1% | $2,631-1.7% |
| Participant deferral / active EE | $6,617 | $4,056+63.1% | $5,116+29.3% | $4,212+57.1% |
| Admin fee / account holder | $6,785 | $7,222-6.1% | $8,919-23.9% | $7,344-7.6% |