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 | $231,932 | $101,724+128.0% | $164,813+40.7% | $80,856+186.8% |
| Participation rate | 55.4% | 71.8%-16.4pp | 78.6%-23.2pp | 67.6%-12.2pp |
| Annual return | 13.28% | 16.72%-3.4pp | 69.93%-56.7pp | 35.59%-22.3pp |
| Employer contribution / active EE | $2,973 | $2,953+0.6% | $4,341-31.5% | $2,755+7.9% |
| Participant deferral / active EE | $5,506 | $4,477+23.0% | $6,031-8.7% | $4,296+28.2% |
| Admin fee / account holder | $6,836 | $8,227-16.9% | $12,690-46.1% | $6,918-1.2% |