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 | $166,879 | $48,795+242.0% | $65,493+154.8% | $84,808+96.8% |
| Participation rate | 66.7% | 67.0%-0.3pp | 73.1%-6.4pp | 68.3%-1.6pp |
| Annual return | 18.97% | 20.20%-1.2pp | 982.45%-963.5pp | 40.90%-21.9pp |
| Employer contribution / active EE | $1,578 | $1,930-18.2% | $2,574-38.7% | $2,631-40.0% |
| Participant deferral / active EE | $5,885 | $2,928+101.0% | $3,961+48.6% | $4,212+39.7% |
| Admin fee / account holder | $7,453 | $3,877+92.2% | $5,028+48.2% | $7,344+1.5% |