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 | $151,361 | $87,870+72.3% | $113,168+33.7% | $74,304+103.7% |
| Participation rate | 43.3% | 70.7%-27.4pp | 76.6%-33.2pp | 60.3%-17.0pp |
| Annual return | 16.61% | 26.44%-9.8pp | 24.27%-7.7pp | 29.43%-12.8pp |
| Employer contribution / active EE | $2,018 | $2,277-11.4% | $2,975-32.2% | $2,241-10.0% |
| Participant deferral / active EE | $3,286 | $4,241-22.5% | $5,107-35.7% | $3,767-12.8% |
| Admin fee / account holder | $7,188 | $3,368+113.4% | $12,068-40.4% | $2,969+142.1% |