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 | $117,906 | $87,013+35.5% | $106,213+11.0% | $80,856+45.8% |
| Participation rate | 64.4% | 70.4%-6.0pp | 75.3%-10.8pp | 67.6%-3.2pp |
| Annual return | 22.84% | 17.05%+5.8pp | 116.14%-93.3pp | 35.59%-12.8pp |
| Employer contribution / active EE | $3,129 | $2,395+30.6% | $3,171-1.3% | $2,755+13.6% |
| Participant deferral / active EE | $4,550 | $3,986+14.2% | $5,016-9.3% | $4,296+5.9% |
| Admin fee / account holder | $5,443 | $8,431-35.4% | $11,033-50.7% | $6,918-21.3% |