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 | $146,379 | $81,460+79.7% | $103,333+41.7% | $80,856+81.0% |
| Participation rate | 63.2% | 66.8%-3.7pp | 74.5%-11.4pp | 67.6%-4.5pp |
| Annual return | 11.15% | 25.55%-14.4pp | 24.88%-13.7pp | 35.59%-24.4pp |
| Employer contribution / active EE | $1,392 | $3,105-55.2% | $3,868-64.0% | $2,755-49.5% |
| Participant deferral / active EE | $5,660 | $3,869+46.3% | $5,057+11.9% | $4,296+31.7% |
| Admin fee / account holder | $26,121 | $6,566+297.8% | $8,355+212.7% | $6,918+277.6% |