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 | $124,155 | $65,561+89.4% | $91,541+35.6% | $74,304+67.1% |
| Participation rate | 68.2% | 56.6%+11.6pp | 69.8%-1.6pp | 60.3%+7.8pp |
| Annual return | 15.35% | 17.68%-2.3pp | 20.50%-5.2pp | 29.43%-14.1pp |
| Employer contribution / active EE | $3,183 | $1,717+85.4% | $2,505+27.1% | $2,241+42.0% |
| Participant deferral / active EE | $5,559 | $2,918+90.5% | $4,008+38.7% | $3,767+47.6% |
| Admin fee / account holder | $10,443 | $3,333+213.4% | $6,956+50.1% | $2,969+251.8% |