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 | $154,477 | $109,881+40.6% | $150,045+3.0% | $84,808+82.1% |
| Participation rate | 61.8% | 76.1%-14.3pp | 82.3%-20.6pp | 68.3%-6.5pp |
| Annual return | 15.65% | 28.25%-12.6pp | 62.55%-46.9pp | 40.90%-25.2pp |
| Employer contribution / active EE | $2,638 | $3,561-25.9% | $4,693-43.8% | $2,631+0.3% |
| Participant deferral / active EE | $6,476 | $6,636-2.4% | $7,997-19.0% | $4,212+53.8% |
| Admin fee / account holder | $18,719 | $8,568+118.5% | $13,435+39.3% | $7,344+154.9% |