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 | $158,173 | $86,929+82.0% | $102,423+54.4% | $80,856+95.6% |
| Participation rate | 62.1% | 72.4%-10.3pp | 76.5%-14.4pp | 67.6%-5.6pp |
| Annual return | 12.99% | 18.88%-5.9pp | 29.32%-16.3pp | 35.59%-22.6pp |
| Employer contribution / active EE | $1,921 | $2,369-18.9% | $3,023-36.5% | $2,755-30.3% |
| Participant deferral / active EE | $5,418 | $4,118+31.6% | $5,053+7.2% | $4,296+26.1% |
| Admin fee / account holder | $3,565 | $8,049-55.7% | $9,451-62.3% | $6,918-48.5% |