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 | $148,953 | $71,050+109.6% | $93,606+59.1% | $80,856+84.2% |
| Participation rate | 51.0% | 60.4%-9.4pp | 68.7%-17.7pp | 67.6%-16.7pp |
| Annual return | 11.00% | 11.26%-0.3pp | 133.20%-122.2pp | 35.59%-24.6pp |
| Employer contribution / active EE | $2,780 | $1,564+77.8% | $2,420+14.9% | $2,755+0.9% |
| Participant deferral / active EE | $5,593 | $4,034+38.7% | $4,411+26.8% | $4,296+30.2% |
| Admin fee / account holder | $3,580 | $6,945-48.4% | $8,285-56.8% | $6,918-48.2% |