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 3-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 | $143,804 | $94,625+52.0% | $116,228+23.7% | $84,808+69.6% |
| Participation rate | 51.2% | 70.4%-19.3pp | 74.6%-23.4pp | 68.3%-17.1pp |
| Annual return | 16.36% | 20.40%-4.0pp | 90.06%-73.7pp | 40.90%-24.5pp |
| Employer contribution / active EE | $1,997 | $2,347-14.9% | $2,994-33.3% | $2,631-24.1% |
| Participant deferral / active EE | $5,208 | $3,972+31.1% | $4,953+5.1% | $4,212+23.7% |
| Admin fee / account holder | $4,761 | $10,091-52.8% | $11,989-60.3% | $7,344-35.2% |