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 | $225,467 | $95,803+135.3% | $113,168+99.2% | $84,808+165.9% |
| Participation rate | 40.7% | 72.9%-32.2pp | 76.6%-35.9pp | 68.3%-27.6pp |
| Annual return | 17.02% | 25.00%-8.0pp | 24.27%-7.2pp | 40.90%-23.9pp |
| Employer contribution / active EE | $2,071 | $2,360-12.2% | $2,975-30.4% | $2,631-21.3% |
| Participant deferral / active EE | $4,626 | $4,242+9.0% | $5,107-9.4% | $4,212+9.8% |
| Admin fee / account holder | $17,688 | $8,989+96.8% | $12,068+46.6% | $7,344+140.9% |