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 | $121,283 | $73,933+64.0% | $96,683+25.4% | $75,163+61.4% |
| Participation rate | 39.4% | 66.4%-27.0pp | 74.3%-34.9pp | 67.2%-27.8pp |
| Annual return | 15.97% | 26.70%-10.7pp | 35.69%-19.7pp | 160.62%-144.6pp |
| Employer contribution / active EE | $1,835 | $2,928-37.3% | $3,737-50.9% | $2,670-31.3% |
| Participant deferral / active EE | $4,246 | $3,659+16.0% | $4,878-13.0% | $4,125+2.9% |
| Admin fee / account holder | $7,434 | $5,216+42.5% | $6,730+10.5% | $5,651+31.6% |