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 | $125,078 | $58,512+113.8% | $84,015+48.9% | $72,985+71.4% |
| Participation rate | 63.3% | 61.2%+2.1pp | 69.0%-5.7pp | 69.5%-6.2pp |
| Annual return | 28.55% | 28.93%-0.4pp | 71.31%-42.8pp | 81.00%-52.4pp |
| Employer contribution / active EE | $1,255 | $1,163+7.9% | $1,983-36.7% | $2,440-48.6% |
| Participant deferral / active EE | $3,341 | $2,394+39.6% | $3,239+3.1% | $3,607-7.4% |
| Admin fee / account holder | $3,694 | $4,569-19.1% | $6,101-39.4% | $5,124-27.9% |