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 | $161,338 | $89,753+79.8% | $107,525+50.0% | $84,808+90.2% |
| Participation rate | 48.4% | 68.1%-19.6pp | 75.1%-26.6pp | 68.3%-19.9pp |
| Annual return | 14.35% | 29.48%-15.1pp | 181.32%-167.0pp | 40.90%-26.5pp |
| Employer contribution / active EE | $2,005 | $3,113-35.6% | $3,754-46.6% | $2,631-23.8% |
| Participant deferral / active EE | $4,191 | $4,056+3.3% | $5,116-18.1% | $4,212-0.5% |
| Admin fee / account holder | $46,463 | $7,222+543.3% | $8,919+421.0% | $7,344+532.7% |