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 | $174,512 | $80,717+116.2% | $154,803+12.7% | $84,808+105.8% |
| Participation rate | 45.3% | 66.8%-21.5pp | 78.1%-32.8pp | 68.3%-23.0pp |
| Annual return | 13.94% | 37.96%-24.0pp | 58.88%-44.9pp | 40.90%-27.0pp |
| Employer contribution / active EE | $2,560 | $2,761-7.3% | $4,305-40.5% | $2,631-2.7% |
| Participant deferral / active EE | $5,777 | $3,303+74.9% | $5,540+4.3% | $4,212+37.2% |
| Admin fee / account holder | $22,322 | $6,746+230.9% | $14,329+55.8% | $7,344+204.0% |