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 | $153,077 | $93,571+63.6% | $135,903+12.6% | $75,163+103.7% |
| Participation rate | 60.0% | 75.2%-15.2pp | 81.9%-21.9pp | 67.2%-7.2pp |
| Annual return | 17.81% | 30.90%-13.1pp | 68.23%-50.4pp | 160.62%-142.8pp |
| Employer contribution / active EE | $3,005 | $3,537-15.0% | $4,856-38.1% | $2,670+12.6% |
| Participant deferral / active EE | $6,493 | $6,404+1.4% | $7,758-16.3% | $4,125+57.4% |
| Admin fee / account holder | $31,341 | $6,975+349.3% | $10,762+191.2% | $5,651+454.6% |