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 | $143,692 | $74,927+91.8% | $101,794+41.2% | $84,808+69.4% |
| Participation rate | 50.6% | 61.4%-10.8pp | 69.2%-18.6pp | 68.3%-17.7pp |
| Annual return | 13.80% | 18.70%-4.9pp | 30.53%-16.7pp | 40.90%-27.1pp |
| Employer contribution / active EE | $1,117 | $1,522-26.6% | $2,289-51.2% | $2,631-57.5% |
| Participant deferral / active EE | $6,248 | $3,099+101.6% | $4,084+53.0% | $4,212+48.3% |
| Admin fee / account holder | $55,206 | $6,514+747.5% | $8,777+529.0% | $7,344+651.7% |