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 | $125,531 | $71,050+76.7% | $93,606+34.1% | $80,856+55.3% |
| Participation rate | 62.7% | 60.4%+2.3pp | 68.7%-6.1pp | 67.6%-5.0pp |
| Annual return | 13.99% | 11.26%+2.7pp | 133.20%-119.2pp | 35.59%-21.6pp |
| Employer contribution / active EE | $2,148 | $1,564+37.3% | $2,420-11.2% | $2,755-22.0% |
| Participant deferral / active EE | $4,815 | $4,034+19.4% | $4,411+9.1% | $4,296+12.1% |
| Admin fee / account holder | $14,950 | $6,945+115.3% | $8,285+80.4% | $6,918+116.1% |