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 | $113,652 | $78,926+44.0% | $136,749-16.9% | $84,808+34.0% |
| Participation rate | 66.7% | 62.2%+4.5pp | 72.1%-5.5pp | 68.3%-1.6pp |
| Annual return | 20.67% | 18.17%+2.5pp | 24.33%-3.7pp | 40.90%-20.2pp |
| Employer contribution / active EE | $3,529 | $2,134+65.4% | $3,400+3.8% | $2,631+34.1% |
| Participant deferral / active EE | $5,656 | $3,168+78.5% | $4,692+20.5% | $4,212+34.3% |
| Admin fee / account holder | $17,672 | $6,369+177.5% | $11,386+55.2% | $7,344+140.6% |