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 | $151,215 | $81,248+86.1% | $155,509-2.8% | $80,856+87.0% |
| Participation rate | 65.9% | 66.2%-0.4pp | 78.2%-12.3pp | 67.6%-1.8pp |
| Annual return | 10.91% | 33.31%-22.4pp | 64.67%-53.8pp | 35.59%-24.7pp |
| Employer contribution / active EE | $4,922 | $3,100+58.8% | $4,672+5.3% | $2,755+78.7% |
| Participant deferral / active EE | $6,639 | $3,452+92.4% | $5,626+18.0% | $4,296+54.6% |
| Admin fee / account holder | $17,735 | $7,997+121.8% | $15,912+11.5% | $6,918+156.4% |