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 10-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 | $160,657 | $65,561+145.0% | $91,541+75.5% | $74,304+116.2% |
| Participation rate | 65.4% | 56.6%+8.8pp | 69.8%-4.4pp | 60.3%+5.1pp |
| Annual return | 18.50% | 17.68%+0.8pp | 20.50%-2.0pp | 29.43%-10.9pp |
| Employer contribution / active EE | $3,926 | $1,717+128.6% | $2,505+56.7% | $2,241+75.2% |
| Participant deferral / active EE | $8,296 | $2,918+184.3% | $4,008+107.0% | $3,767+120.2% |
| Admin fee / account holder | $29,273 | $3,333+778.4% | $6,956+320.8% | $2,969+886.0% |