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 | $229,965 | $95,803+140.0% | $113,168+103.2% | $84,808+171.2% |
| Participation rate | 44.4% | 72.9%-28.4pp | 76.6%-32.1pp | 68.3%-23.9pp |
| Annual return | 13.50% | 25.00%-11.5pp | 24.27%-10.8pp | 40.90%-27.4pp |
| Employer contribution / active EE | $1,178 | $2,360-50.1% | $2,975-60.4% | $2,631-55.2% |
| Participant deferral / active EE | $2,115 | $4,242-50.1% | $5,107-58.6% | $4,212-49.8% |
| Admin fee / account holder | $3,903 | $8,989-56.6% | $12,068-67.7% | $7,344-46.9% |