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 | $108,209 | $66,098+63.7% | $101,794+6.3% | $74,304+45.6% |
| Participation rate | 56.6% | 53.8%+2.8pp | 69.2%-12.6pp | 60.3%-3.7pp |
| Annual return | 30.21% | 19.59%+10.6pp | 30.53%-0.3pp | 29.43%+0.8pp |
| Employer contribution / active EE | $1,910 | $1,082+76.6% | $2,289-16.5% | $2,241-14.8% |
| Participant deferral / active EE | $4,282 | $2,781+54.0% | $4,084+4.8% | $3,767+13.7% |
| Admin fee / account holder | $4,862 | $4,146+17.3% | $8,777-44.6% | $2,969+63.8% |