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 | $150,685 | $95,803+57.3% | $113,168+33.2% | $84,808+77.7% |
| Participation rate | 53.9% | 72.9%-18.9pp | 76.6%-22.6pp | 68.3%-14.4pp |
| Annual return | 12.63% | 25.00%-12.4pp | 24.27%-11.6pp | 40.90%-28.3pp |
| Employer contribution / active EE | $2,180 | $2,360-7.6% | $2,975-26.7% | $2,631-17.1% |
| Participant deferral / active EE | $5,388 | $4,242+27.0% | $5,107+5.5% | $4,212+27.9% |
| Admin fee / account holder | $24,319 | $8,989+170.5% | $12,068+101.5% | $7,344+231.1% |