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 5-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 | $145,085 | $117,983+23.0% | $101,794+42.5% | $142,382+1.9% |
| Participation rate | 44.4% | 74.2%-29.8pp | 69.2%-24.7pp | 80.1%-35.7pp |
| Annual return | 10.40% | 36.92%-26.5pp | 30.53%-20.1pp | 217.08%-206.7pp |
| Employer contribution / active EE | $1,228 | $2,773-55.7% | $2,289-46.4% | $4,299-71.4% |
| Participant deferral / active EE | $7,266 | $4,714+54.1% | $4,084+77.9% | $6,507+11.7% |
| Admin fee / account holder | $2,113 | $10,433-79.8% | $8,777-75.9% | $12,624-83.3% |