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 | $116,738 | $73,933+57.9% | $96,683+20.7% | $75,163+55.3% |
| Participation rate | 64.4% | 66.4%-2.0pp | 74.3%-10.0pp | 67.2%-2.8pp |
| Annual return | 15.81% | 26.70%-10.9pp | 35.69%-19.9pp | 160.62%-144.8pp |
| Employer contribution / active EE | $3,284 | $2,928+12.2% | $3,737-12.1% | $2,670+23.0% |
| Participant deferral / active EE | $7,243 | $3,659+98.0% | $4,878+48.5% | $4,125+75.6% |
| Admin fee / account holder | $2,789 | $5,216-46.5% | $6,730-58.6% | $5,651-50.6% |