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 | $152,454 | $80,717+88.9% | $154,803-1.5% | $84,808+79.8% |
| Participation rate | 60.3% | 66.8%-6.5pp | 78.1%-17.8pp | 68.3%-8.0pp |
| Annual return | 18.25% | 37.96%-19.7pp | 58.88%-40.6pp | 40.90%-22.6pp |
| Employer contribution / active EE | $2,236 | $2,761-19.0% | $4,305-48.1% | $2,631-15.0% |
| Participant deferral / active EE | $4,446 | $3,303+34.6% | $5,540-19.8% | $4,212+5.6% |
| Admin fee / account holder | $7,395 | $6,746+9.6% | $14,329-48.4% | $7,344+0.7% |