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 | $156,409 | $95,803+63.3% | $113,168+38.2% | $84,808+84.4% |
| Participation rate | 64.5% | 72.9%-8.4pp | 76.6%-12.1pp | 68.3%-3.8pp |
| Annual return | 17.48% | 25.00%-7.5pp | 24.27%-6.8pp | 40.90%-23.4pp |
| Employer contribution / active EE | $2,398 | $2,360+1.6% | $2,975-19.4% | $2,631-8.8% |
| Participant deferral / active EE | $7,039 | $4,242+65.9% | $5,107+37.8% | $4,212+67.1% |
| Admin fee / account holder | $11,296 | $8,989+25.7% | $12,068-6.4% | $7,344+53.8% |