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 | $154,219 | $76,670+101.1% | $96,683+59.5% | $71,457+115.8% |
| Participation rate | 69.5% | 66.6%+3.0pp | 74.3%-4.8pp | 67.9%+1.6pp |
| Annual return | 17.34% | 48.29%-30.9pp | 35.69%-18.4pp | 28.85%-11.5pp |
| Employer contribution / active EE | $2,327 | $3,031-23.2% | $3,737-37.7% | $2,588-10.1% |
| Participant deferral / active EE | $4,593 | $3,771+21.8% | $4,878-5.8% | $4,289+7.1% |
| Admin fee / account holder | $4,667 | $2,028+130.1% | $6,730-30.6% | $1,587+194.0% |