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 | $121,543 | $79,944+52.0% | $98,439+23.5% | $75,163+61.7% |
| Participation rate | 68.3% | 70.4%-2.1pp | 75.2%-6.9pp | 67.2%+1.1pp |
| Annual return | 22.73% | 19.75%+3.0pp | 21.16%+1.6pp | 160.62%-137.9pp |
| Employer contribution / active EE | $3,957 | $2,264+74.8% | $3,048+29.8% | $2,670+48.2% |
| Participant deferral / active EE | $6,930 | $3,752+84.7% | $4,738+46.3% | $4,125+68.0% |
| Admin fee / account holder | $13,303 | $6,840+94.5% | $8,948+48.7% | $5,651+135.4% |