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 | $149,093 | $86,929+71.5% | $102,423+45.6% | $80,856+84.4% |
| Participation rate | 62.0% | 72.4%-10.4pp | 76.5%-14.5pp | 67.6%-5.6pp |
| Annual return | 15.34% | 18.88%-3.5pp | 29.32%-14.0pp | 35.59%-20.3pp |
| Employer contribution / active EE | $1,798 | $2,369-24.1% | $3,023-40.5% | $2,755-34.7% |
| Participant deferral / active EE | $6,267 | $4,118+52.2% | $5,053+24.0% | $4,296+45.9% |
| Admin fee / account holder | $41,533 | $8,049+416.0% | $9,451+339.5% | $6,918+500.4% |