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 | $143,484 | $79,944+79.5% | $98,439+45.8% | $75,163+90.9% |
| Participation rate | 62.1% | 70.4%-8.3pp | 75.2%-13.1pp | 67.2%-5.1pp |
| Annual return | 15.86% | 19.75%-3.9pp | 21.16%-5.3pp | 160.62%-144.8pp |
| Employer contribution / active EE | $991 | $2,264-56.2% | $3,048-67.5% | $2,670-62.9% |
| Participant deferral / active EE | $1,774 | $3,752-52.7% | $4,738-62.6% | $4,125-57.0% |
| Admin fee / account holder | $513 | $6,840-92.5% | $8,948-94.3% | $5,651-90.9% |