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 | $111,901 | $79,944+40.0% | $98,439+13.7% | $75,163+48.9% |
| Participation rate | 67.5% | 70.4%-2.8pp | 75.2%-7.6pp | 67.2%+0.3pp |
| Annual return | 21.32% | 19.75%+1.6pp | 21.16%+0.2pp | 160.62%-139.3pp |
| Employer contribution / active EE | $2,314 | $2,264+2.2% | $3,048-24.1% | $2,670-13.3% |
| Participant deferral / active EE | $5,846 | $3,752+55.8% | $4,738+23.4% | $4,125+41.7% |
| Admin fee / account holder | $1,796 | $6,840-73.7% | $8,948-79.9% | $5,651-68.2% |