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 | $152,052 | $95,803+58.7% | $113,168+34.4% | $84,808+79.3% |
| Participation rate | 44.2% | 72.9%-28.7pp | 76.6%-32.4pp | 68.3%-24.1pp |
| Annual return | 18.80% | 25.00%-6.2pp | 24.27%-5.5pp | 40.90%-22.1pp |
| Employer contribution / active EE | $1,353 | $2,360-42.6% | $2,975-54.5% | $2,631-48.6% |
| Participant deferral / active EE | $5,439 | $4,242+28.2% | $5,107+6.5% | $4,212+29.1% |
| Admin fee / account holder | $11,428 | $8,989+27.1% | $12,068-5.3% | $7,344+55.6% |