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 | $118,311 | $91,552+29.2% | $133,956-11.7% | $79,858+48.2% |
| Participation rate | 53.1% | 73.3%-20.3pp | 79.8%-26.8pp | 69.6%-16.6pp |
| Annual return | 12.27% | 61.85%-49.6pp | 45.09%-32.8pp | 31.71%-19.4pp |
| Employer contribution / active EE | $1,669 | $2,384-30.0% | $3,919-57.4% | $2,471-32.5% |
| Participant deferral / active EE | $3,428 | $3,733-8.2% | $5,048-32.1% | $3,740-8.3% |
| Admin fee / account holder | $9,941 | $6,321+57.3% | $8,927+11.4% | $5,306+87.4% |