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 | $116,584 | $63,346+84.0% | $92,233+26.4% | $70,131+66.2% |
| Participation rate | 65.6% | 68.7%-3.0pp | 76.5%-10.9pp | 69.5%-3.9pp |
| Annual return | 15.20% | 530.12%-514.9pp | 176.28%-161.1pp | 73.14%-57.9pp |
| Employer contribution / active EE | $4,462 | $2,471+80.6% | $3,679+21.3% | $2,342+90.5% |
| Participant deferral / active EE | $3,280 | $2,854+14.9% | $3,897-15.8% | $3,332-1.6% |
| Admin fee / account holder | $1,901 | $3,840-50.5% | $5,194-63.4% | $4,645-59.1% |