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 | $147,631 | $81,460+81.2% | $103,333+42.9% | $80,856+82.6% |
| Participation rate | 58.8% | 66.8%-8.0pp | 74.5%-15.7pp | 67.6%-8.8pp |
| Annual return | 12.23% | 25.55%-13.3pp | 24.88%-12.7pp | 35.59%-23.4pp |
| Employer contribution / active EE | $1,828 | $3,105-41.1% | $3,868-52.7% | $2,755-33.6% |
| Participant deferral / active EE | $3,850 | $3,869-0.5% | $5,057-23.9% | $4,296-10.4% |
| Admin fee / account holder | $25,237 | $6,566+284.3% | $8,355+202.1% | $6,918+264.8% |