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 | $175,535 | $95,803+83.2% | $113,168+55.1% | $84,808+107.0% |
| Participation rate | 66.7% | 72.9%-6.2pp | 76.6%-9.9pp | 68.3%-1.6pp |
| Annual return | 15.01% | 25.00%-10.0pp | 24.27%-9.3pp | 40.90%-25.9pp |
| Employer contribution / active EE | $2,456 | $2,360+4.1% | $2,975-17.5% | $2,631-6.7% |
| Participant deferral / active EE | $5,180 | $4,242+22.1% | $5,107+1.4% | $4,212+23.0% |
| Admin fee / account holder | $25,509 | $8,989+183.8% | $12,068+111.4% | $7,344+247.4% |