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 | $175,820 | $181,894-3.3% | $156,549+12.3% | $273,961-35.8% |
| Participation rate | 58.3% | 88.4%-30.1pp | 84.0%-25.7pp | 83.0%-24.7pp |
| Annual return | 6.20% | 30.74%-24.5pp | 32.23%-26.0pp | 41.45%-35.3pp |
| Employer contribution / active EE | $3,715 | $6,248-40.5% | $5,501-32.5% | $4,869-23.7% |
| Participant deferral / active EE | $7,230 | $5,550+30.3% | $4,871+48.4% | $5,287+36.7% |
| Admin fee / account holder | $37,145 | $15,559+138.7% | $13,027+185.1% | $10,132+266.6% |