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 9-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 | $147,254 | $31,310+370.3% | $53,898+173.2% | $74,304+98.2% |
| Participation rate | 31.0% | 30.7%+0.4pp | 55.0%-23.9pp | 60.3%-29.3pp |
| Annual return | 16.39% | 23.16%-6.8pp | 528.60%-512.2pp | 29.43%-13.0pp |
| Employer contribution / active EE | $1,029 | $450+128.7% | $932+10.4% | $2,241-54.1% |
| Participant deferral / active EE | $1,842 | $934+97.2% | $1,826+0.9% | $3,767-51.1% |
| Admin fee / account holder | $1,893 | $2,175-13.0% | $2,491-24.0% | $2,969-36.2% |