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 | $137,055 | $94,625+44.8% | $116,228+17.9% | $84,808+61.6% |
| Participation rate | 66.7% | 70.4%-3.8pp | 74.6%-7.9pp | 68.3%-1.6pp |
| Annual return | 13.28% | 20.40%-7.1pp | 90.06%-76.8pp | 40.90%-27.6pp |
| Employer contribution / active EE | $3,149 | $2,347+34.2% | $2,994+5.2% | $2,631+19.7% |
| Participant deferral / active EE | $3,583 | $3,972-9.8% | $4,953-27.7% | $4,212-14.9% |
| Admin fee / account holder | $13,871 | $10,091+37.5% | $11,989+15.7% | $7,344+88.9% |