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 | $147,326 | $72,277+103.8% | $101,248+45.5% | $79,858+84.5% |
| Participation rate | 69.8% | 68.5%+1.3pp | 75.8%-6.0pp | 69.6%+0.1pp |
| Annual return | 13.05% | 22.30%-9.2pp | 46.47%-33.4pp | 31.71%-18.7pp |
| Employer contribution / active EE | $2,133 | $2,692-20.7% | $3,660-41.7% | $2,471-13.7% |
| Participant deferral / active EE | $4,433 | $3,282+35.1% | $4,370+1.4% | $3,740+18.5% |
| Admin fee / account holder | $10,825 | $4,400+146.0% | $5,945+82.1% | $5,306+104.0% |