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 4-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 | $162,096 | $148,534+9.1% | $135,903+19.3% | $139,434+16.3% |
| Participation rate | 41.2% | 83.9%-42.7pp | 81.9%-40.7pp | 80.3%-39.1pp |
| Annual return | 12.30% | 79.19%-66.9pp | 68.23%-55.9pp | 372.94%-360.6pp |
| Employer contribution / active EE | $1,309 | $5,243-75.0% | $4,856-73.0% | $4,751-72.5% |
| Participant deferral / active EE | $3,314 | $8,100-59.1% | $7,758-57.3% | $6,710-50.6% |
| Admin fee / account holder | $1,973 | $12,400-84.1% | $10,762-81.7% | $11,403-82.7% |