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 | $118,209 | $59,101+100.0% | $77,163+53.2% | $75,163+57.3% |
| Participation rate | 60.6% | 63.9%-3.3pp | 69.6%-9.0pp | 67.2%-6.6pp |
| Annual return | 16.00% | 26.71%-10.7pp | 37.87%-21.9pp | 160.62%-144.6pp |
| Employer contribution / active EE | $2,575 | $1,995+29.1% | $2,535+1.6% | $2,670-3.5% |
| Participant deferral / active EE | $5,848 | $2,999+95.0% | $3,833+52.6% | $4,125+41.8% |
| Admin fee / account holder | $5,903 | $4,774+23.7% | $5,472+7.9% | $5,651+4.5% |