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 | $149,186 | $81,460+83.1% | $103,333+44.4% | $80,856+84.5% |
| Participation rate | 56.4% | 66.8%-10.4pp | 74.5%-18.1pp | 67.6%-11.2pp |
| Annual return | 13.97% | 25.55%-11.6pp | 24.88%-10.9pp | 35.59%-21.6pp |
| Employer contribution / active EE | $2,558 | $3,105-17.6% | $3,868-33.9% | $2,755-7.1% |
| Participant deferral / active EE | $2,646 | $3,869-31.6% | $5,057-47.7% | $4,296-38.4% |
| Admin fee / account holder | $38,675 | $6,566+489.0% | $8,355+362.9% | $6,918+459.0% |