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 | $138,203 | $101,724+35.9% | $164,813-16.1% | $80,856+70.9% |
| Participation rate | 68.2% | 71.8%-3.6pp | 78.6%-10.4pp | 67.6%+0.5pp |
| Annual return | 26.78% | 16.72%+10.1pp | 69.93%-43.1pp | 35.59%-8.8pp |
| Employer contribution / active EE | $3,294 | $2,953+11.5% | $4,341-24.1% | $2,755+19.6% |
| Participant deferral / active EE | $6,912 | $4,477+54.4% | $6,031+14.6% | $4,296+60.9% |
| Admin fee / account holder | $10,065 | $8,227+22.3% | $12,690-20.7% | $6,918+45.5% |