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 | $124,293 | $68,547+81.3% | $120,354+3.3% | $80,856+53.7% |
| Participation rate | 66.7% | 61.6%+5.1pp | 71.9%-5.2pp | 67.6%-1.0pp |
| Annual return | 13.18% | 23.60%-10.4pp | 107.15%-94.0pp | 35.59%-22.4pp |
| Employer contribution / active EE | $2,066 | $2,051+0.7% | $3,463-40.3% | $2,755-25.0% |
| Participant deferral / active EE | $3,815 | $3,173+20.2% | $4,991-23.6% | $4,296-11.2% |
| Admin fee / account holder | $9,342 | $5,732+63.0% | $9,423-0.9% | $6,918+35.0% |