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 | $100,692 | $57,016+76.6% | $84,966+18.5% | $80,856+24.5% |
| Participation rate | 46.4% | 56.3%-9.9pp | 67.5%-21.1pp | 67.6%-21.2pp |
| Annual return | 14.86% | 21.66%-6.8pp | 66.38%-51.5pp | 35.59%-20.7pp |
| Employer contribution / active EE | $1,724 | $1,798-4.1% | $2,727-36.8% | $2,755-37.4% |
| Participant deferral / active EE | $3,915 | $3,110+25.9% | $4,519-13.4% | $4,296-8.9% |
| Admin fee / account holder | $13,894 | $4,980+179.0% | $6,149+126.0% | $6,918+100.8% |