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 | $118,085 | $66,310+78.1% | $93,606+26.2% | $65,185+81.2% |
| Participation rate | 65.3% | 74.0%-8.6pp | 75.8%-10.5pp | 70.2%-4.9pp |
| Annual return | 18.03% | 42.58%-24.5pp | 32.76%-14.7pp | 29.38%-11.4pp |
| Employer contribution / active EE | $1,727 | $2,012-14.2% | $2,718-36.5% | $2,177-20.7% |
| Participant deferral / active EE | $5,275 | $3,342+57.8% | $4,069+29.6% | $3,514+50.1% |
| Admin fee / account holder | $1,579 | $6,897-77.1% | $7,888-80.0% | $847+86.4% |