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 | $151,498 | $80,673+87.8% | $101,326+49.5% | $84,808+78.6% |
| Participation rate | 58.6% | 77.8%-19.2pp | 81.5%-22.9pp | 68.3%-9.7pp |
| Annual return | 15.48% | 38.95%-23.5pp | 36.82%-21.3pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,709 | $2,698-36.6% | $3,665-53.4% | $2,631-35.0% |
| Participant deferral / active EE | $3,474 | $6,840-49.2% | $7,994-56.5% | $4,212-17.5% |
| Admin fee / account holder | $29,769 | $12,784+132.9% | $11,185+166.1% | $7,344+305.4% |