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 | $165,308 | $60,022+175.4% | $88,946+85.9% | $84,808+94.9% |
| Participation rate | 30.8% | 57.8%-27.1pp | 68.8%-38.1pp | 68.3%-37.5pp |
| Annual return | 13.91% | 22.43%-8.5pp | 57.82%-43.9pp | 40.90%-27.0pp |
| Employer contribution / active EE | $888 | $1,703-47.8% | $2,555-65.2% | $2,631-66.2% |
| Participant deferral / active EE | $2,094 | $3,114-32.8% | $4,581-54.3% | $4,212-50.3% |
| Admin fee / account holder | $1,721 | $4,811-64.2% | $8,261-79.2% | $7,344-76.6% |