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 | $176,799 | $72,492+143.9% | $87,100+103.0% | $72,985+142.2% |
| Participation rate | 57.1% | 72.8%-15.7pp | 76.9%-19.7pp | 69.5%-12.3pp |
| Annual return | 18.41% | 24.46%-6.0pp | 28.19%-9.8pp | 81.00%-62.6pp |
| Employer contribution / active EE | $1,809 | $1,894-4.5% | $2,521-28.2% | $2,440-25.8% |
| Participant deferral / active EE | $2,738 | $3,270-16.3% | $4,049-32.4% | $3,607-24.1% |
| Admin fee / account holder | $12,807 | $5,055+153.4% | $7,497+70.8% | $5,124+149.9% |