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 | $131,964 | $91,019+45.0% | $392,568-66.4% | $72,985+80.8% |
| Participation rate | 63.3% | 74.4%-11.0pp | 78.1%-14.7pp | 69.5%-6.2pp |
| Annual return | 44.83% | 20.00%+24.8pp | 24.42%+20.4pp | 81.00%-36.2pp |
| Employer contribution / active EE | $2,794 | $2,751+1.6% | $3,783-26.1% | $2,440+14.5% |
| Participant deferral / active EE | $6,843 | $4,570+49.7% | $5,985+14.3% | $3,607+89.7% |
| Admin fee / account holder | $7,492 | $4,895+53.0% | $6,260+19.7% | $5,124+46.2% |