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 | $144,168 | $86,286+67.1% | $111,297+29.5% | $85,850+67.9% |
| Participation rate | 53.9% | 73.3%-19.4pp | 77.3%-23.4pp | 69.3%-15.4pp |
| Annual return | 13.65% | 19.99%-6.3pp | 54.65%-41.0pp | 318.53%-304.9pp |
| Employer contribution / active EE | $2,165 | $2,043+6.0% | $2,731-20.7% | $2,565-15.6% |
| Participant deferral / active EE | $4,756 | $3,641+30.6% | $4,487+6.0% | $3,952+20.3% |
| Admin fee / account holder | $8,617 | $8,188+5.2% | $7,964+8.2% | $6,260+37.6% |