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 | $144,744 | $86,929+66.5% | $102,423+41.3% | $80,856+79.0% |
| Participation rate | 48.3% | 72.4%-24.0pp | 76.5%-28.2pp | 67.6%-19.3pp |
| Annual return | 15.41% | 18.88%-3.5pp | 29.32%-13.9pp | 35.59%-20.2pp |
| Employer contribution / active EE | $2,030 | $2,369-14.3% | $3,023-32.9% | $2,755-26.3% |
| Participant deferral / active EE | $3,218 | $4,118-21.9% | $5,053-36.3% | $4,296-25.1% |
| Admin fee / account holder | $5,692 | $8,049-29.3% | $9,451-39.8% | $6,918-17.7% |