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 | $128,168 | $81,460+57.3% | $103,333+24.0% | $80,856+58.5% |
| Participation rate | 67.6% | 66.8%+0.7pp | 74.5%-6.9pp | 67.6%-0.1pp |
| Annual return | 12.08% | 25.55%-13.5pp | 24.88%-12.8pp | 35.59%-23.5pp |
| Employer contribution / active EE | $3,648 | $3,105+17.5% | $3,868-5.7% | $2,755+32.4% |
| Participant deferral / active EE | $7,834 | $3,869+102.5% | $5,057+54.9% | $4,296+82.4% |
| Admin fee / account holder | $3,574 | $6,566-45.6% | $8,355-57.2% | $6,918-48.3% |