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 | $160,371 | $60,892+163.4% | $82,389+94.7% | $84,808+89.1% |
| Participation rate | 55.2% | 63.3%-8.1pp | 69.5%-14.4pp | 68.3%-13.1pp |
| Annual return | 13.36% | 37.29%-23.9pp | 28.67%-15.3pp | 40.90%-27.5pp |
| Employer contribution / active EE | $932 | $1,779-47.6% | $2,517-63.0% | $2,631-64.6% |
| Participant deferral / active EE | $2,888 | $3,179-9.2% | $4,155-30.5% | $4,212-31.4% |
| Admin fee / account holder | $4,966 | $5,467-9.2% | $7,231-31.3% | $7,344-32.4% |