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 6-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 | $159,092 | $73,933+115.2% | $96,683+64.6% | $75,163+111.7% |
| Participation rate | 36.5% | 66.4%-29.9pp | 74.3%-37.8pp | 67.2%-30.7pp |
| Annual return | 19.84% | 26.70%-6.9pp | 35.69%-15.9pp | 160.62%-140.8pp |
| Employer contribution / active EE | $1,252 | $2,928-57.2% | $3,737-66.5% | $2,670-53.1% |
| Participant deferral / active EE | $6,953 | $3,659+90.0% | $4,878+42.5% | $4,125+68.6% |
| Admin fee / account holder | $6,579 | $5,216+26.1% | $6,730-2.2% | $5,651+16.4% |