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 | $144,969 | $91,552+58.3% | $133,956+8.2% | $79,858+81.5% |
| Participation rate | 57.7% | 73.3%-15.6pp | 79.8%-22.1pp | 69.6%-11.9pp |
| Annual return | 25.14% | 61.85%-36.7pp | 45.09%-19.9pp | 31.71%-6.6pp |
| Employer contribution / active EE | $3,026 | $2,384+26.9% | $3,919-22.8% | $2,471+22.5% |
| Participant deferral / active EE | $5,743 | $3,733+53.8% | $5,048+13.8% | $3,740+53.5% |
| Admin fee / account holder | $2,665 | $6,321-57.8% | $8,927-70.1% | $5,306-49.8% |