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 | $126,248 | $72,492+74.2% | $87,100+44.9% | $72,985+73.0% |
| Participation rate | 66.7% | 72.8%-6.1pp | 76.9%-10.2pp | 69.5%-2.8pp |
| Annual return | 22.15% | 24.46%-2.3pp | 28.19%-6.0pp | 81.00%-58.8pp |
| Employer contribution / active EE | $3,395 | $1,894+79.3% | $2,521+34.7% | $2,440+39.2% |
| Participant deferral / active EE | $4,611 | $3,270+41.0% | $4,049+13.9% | $3,607+27.8% |
| Admin fee / account holder | $5,482 | $5,055+8.5% | $7,497-26.9% | $5,124+7.0% |