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 | $105,505 | $68,719+53.5% | $91,541+15.3% | $84,808+24.4% |
| Participation rate | 67.9% | 64.5%+3.4pp | 69.8%-1.9pp | 68.3%-0.5pp |
| Annual return | 14.24% | 19.12%-4.9pp | 20.50%-6.3pp | 40.90%-26.7pp |
| Employer contribution / active EE | $3,466 | $1,920+80.5% | $2,505+38.4% | $2,631+31.7% |
| Participant deferral / active EE | $9,486 | $3,136+202.5% | $4,008+136.7% | $4,212+125.2% |
| Admin fee / account holder | $15,617 | $5,786+169.9% | $6,956+124.5% | $7,344+112.7% |