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 | $149,731 | $105,630+41.7% | $87,507+71.1% | $273,961-45.3% |
| Participation rate | 66.7% | 78.2%-11.5pp | 73.8%-7.2pp | 83.0%-16.3pp |
| Annual return | 7.36% | 12.25%-4.9pp | 12.21%-4.9pp | 41.45%-34.1pp |
| Employer contribution / active EE | $2,617 | $3,141-16.7% | $2,550+2.6% | $4,869-46.2% |
| Participant deferral / active EE | $5,163 | $3,601+43.4% | $3,149+64.0% | $5,287-2.3% |
| Admin fee / account holder | $1,172 | $4,781-75.5% | $4,221-72.2% | $10,132-88.4% |