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 | $111,976 | $60,892+83.9% | $82,389+35.9% | $84,808+32.0% |
| Participation rate | 48.3% | 63.3%-15.0pp | 69.5%-21.3pp | 68.3%-20.0pp |
| Annual return | 13.78% | 37.29%-23.5pp | 28.67%-14.9pp | 40.90%-27.1pp |
| Employer contribution / active EE | $2,289 | $1,779+28.6% | $2,517-9.1% | $2,631-13.0% |
| Participant deferral / active EE | $4,642 | $3,179+46.0% | $4,155+11.7% | $4,212+10.2% |
| Admin fee / account holder | $16,335 | $5,467+198.8% | $7,231+125.9% | $7,344+122.4% |