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 | $158,532 | $109,881+44.3% | $150,045+5.7% | $84,808+86.9% |
| Participation rate | 57.8% | 76.1%-18.3pp | 82.3%-24.5pp | 68.3%-10.5pp |
| Annual return | 14.38% | 28.25%-13.9pp | 62.55%-48.2pp | 40.90%-26.5pp |
| Employer contribution / active EE | $2,635 | $3,561-26.0% | $4,693-43.9% | $2,631+0.2% |
| Participant deferral / active EE | $7,179 | $6,636+8.2% | $7,997-10.2% | $4,212+70.5% |
| Admin fee / account holder | $19,372 | $8,568+126.1% | $13,435+44.2% | $7,344+163.8% |