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 5-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 | $163,351 | $94,625+72.6% | $116,228+40.5% | $84,808+92.6% |
| Participation rate | 63.8% | 70.4%-6.7pp | 74.6%-10.8pp | 68.3%-4.5pp |
| Annual return | 13.65% | 20.40%-6.8pp | 90.06%-76.4pp | 40.90%-27.2pp |
| Employer contribution / active EE | $1,258 | $2,347-46.4% | $2,994-58.0% | $2,631-52.2% |
| Participant deferral / active EE | $4,504 | $3,972+13.4% | $4,953-9.1% | $4,212+6.9% |
| Admin fee / account holder | $4,136 | $10,091-59.0% | $11,989-65.5% | $7,344-43.7% |