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 | $159,489 | $95,803+66.5% | $113,168+40.9% | $84,808+88.1% |
| Participation rate | 69.4% | 72.9%-3.5pp | 76.6%-7.2pp | 68.3%+1.0pp |
| Annual return | 14.85% | 25.00%-10.2pp | 24.27%-9.4pp | 40.90%-26.0pp |
| Employer contribution / active EE | $1,622 | $2,360-31.3% | $2,975-45.5% | $2,631-38.4% |
| Participant deferral / active EE | $2,821 | $4,242-33.5% | $5,107-44.8% | $4,212-33.0% |
| Admin fee / account holder | $19,925 | $8,989+121.7% | $12,068+65.1% | $7,344+171.3% |