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 | $126,333 | $87,013+45.2% | $106,213+18.9% | $80,856+56.2% |
| Participation rate | 55.7% | 70.4%-14.7pp | 75.3%-19.6pp | 67.6%-11.9pp |
| Annual return | 19.70% | 17.05%+2.7pp | 116.14%-96.4pp | 35.59%-15.9pp |
| Employer contribution / active EE | $3,369 | $2,395+40.6% | $3,171+6.2% | $2,755+22.3% |
| Participant deferral / active EE | $5,899 | $3,986+48.0% | $5,016+17.6% | $4,296+37.3% |
| Admin fee / account holder | $36,919 | $8,431+337.9% | $11,033+234.6% | $6,918+433.7% |