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 | $152,457 | $83,477+82.6% | $125,175+21.8% | $72,985+108.9% |
| Participation rate | 69.4% | 73.3%-3.9pp | 79.8%-10.3pp | 69.5%0pp |
| Annual return | 26.46% | 25.78%+0.7pp | 43.79%-17.3pp | 81.00%-54.5pp |
| Employer contribution / active EE | $2,950 | $2,345+25.8% | $3,865-23.7% | $2,440+20.9% |
| Participant deferral / active EE | $4,449 | $3,585+24.1% | $4,937-9.9% | $3,607+23.3% |
| Admin fee / account holder | $8,610 | $5,517+56.1% | $9,702-11.3% | $5,124+68.0% |