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 6-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 | $165,625 | $163,101+1.5% | $136,749+21.1% | $142,382+16.3% |
| Participation rate | 33.3% | 78.2%-44.9pp | 72.1%-38.8pp | 80.1%-46.8pp |
| Annual return | 14.38% | 27.54%-13.2pp | 24.33%-9.9pp | 217.08%-202.7pp |
| Employer contribution / active EE | $1,208 | $4,117-70.7% | $3,400-64.5% | $4,299-71.9% |
| Participant deferral / active EE | $5,277 | $5,585-5.5% | $4,692+12.5% | $6,507-18.9% |
| Admin fee / account holder | $2,198 | $14,318-84.7% | $11,386-80.7% | $12,624-82.6% |