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 | $118,408 | $73,933+60.2% | $96,683+22.5% | $75,163+57.5% |
| Participation rate | 66.2% | 66.4%-0.2pp | 74.3%-8.2pp | 67.2%-1.0pp |
| Annual return | 18.36% | 26.70%-8.3pp | 35.69%-17.3pp | 160.62%-142.3pp |
| Employer contribution / active EE | $3,591 | $2,928+22.7% | $3,737-3.9% | $2,670+34.5% |
| Participant deferral / active EE | $6,188 | $3,659+69.1% | $4,878+26.8% | $4,125+50.0% |
| Admin fee / account holder | $49,121 | $5,216+841.7% | $6,730+629.9% | $5,651+769.3% |