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 4-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 | $147,047 | $127,065+15.7% | $113,168+29.9% | $142,382+3.3% |
| Participation rate | 40.0% | 79.2%-39.2pp | 76.6%-36.6pp | 80.1%-40.1pp |
| Annual return | 31.44% | 24.03%+7.4pp | 24.27%+7.2pp | 217.08%-185.6pp |
| Employer contribution / active EE | $2,796 | $3,442-18.8% | $2,975-6.0% | $4,299-35.0% |
| Participant deferral / active EE | $9,400 | $5,716+64.4% | $5,107+84.1% | $6,507+44.5% |
| Admin fee / account holder | $1,068 | $15,736-93.2% | $12,068-91.1% | $12,624-91.5% |