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 | $151,139 | $93,571+61.5% | $135,903+11.2% | $75,163+101.1% |
| Participation rate | 66.0% | 75.2%-9.1pp | 81.9%-15.9pp | 67.2%-1.2pp |
| Annual return | 15.65% | 30.90%-15.2pp | 68.23%-52.6pp | 160.62%-145.0pp |
| Employer contribution / active EE | $3,440 | $3,537-2.7% | $4,856-29.2% | $2,670+28.9% |
| Participant deferral / active EE | $9,423 | $6,404+47.1% | $7,758+21.5% | $4,125+128.4% |
| Admin fee / account holder | $19,903 | $6,975+185.3% | $10,762+84.9% | $5,651+252.2% |