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 | $143,530 | $76,367+87.9% | $93,606+53.3% | $72,985+96.7% |
| Participation rate | 58.7% | 71.7%-13.1pp | 75.8%-17.1pp | 69.5%-10.8pp |
| Annual return | 18.44% | 25.82%-7.4pp | 32.76%-14.3pp | 81.00%-62.6pp |
| Employer contribution / active EE | $1,557 | $2,275-31.6% | $2,718-42.7% | $2,440-36.2% |
| Participant deferral / active EE | $1,968 | $3,538-44.4% | $4,069-51.6% | $3,607-45.5% |
| Admin fee / account holder | $11,773 | $6,838+72.2% | $7,888+49.3% | $5,124+129.8% |