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 | $143,867 | $81,460+76.6% | $103,333+39.2% | $80,856+77.9% |
| Participation rate | 52.4% | 66.8%-14.5pp | 74.5%-22.1pp | 67.6%-15.3pp |
| Annual return | 13.03% | 25.55%-12.5pp | 24.88%-11.9pp | 35.59%-22.6pp |
| Employer contribution / active EE | $1,826 | $3,105-41.2% | $3,868-52.8% | $2,755-33.7% |
| Participant deferral / active EE | $3,353 | $3,869-13.3% | $5,057-33.7% | $4,296-22.0% |
| Admin fee / account holder | $29,242 | $6,566+345.3% | $8,355+250.0% | $6,918+322.7% |