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 | $124,659 | $73,933+68.6% | $96,683+28.9% | $75,163+65.9% |
| Participation rate | 54.7% | 66.4%-11.8pp | 74.3%-19.7pp | 67.2%-12.5pp |
| Annual return | 15.75% | 26.70%-10.9pp | 35.69%-19.9pp | 160.62%-144.9pp |
| Employer contribution / active EE | $2,817 | $2,928-3.8% | $3,737-24.6% | $2,670+5.5% |
| Participant deferral / active EE | $5,586 | $3,659+52.7% | $4,878+14.5% | $4,125+35.4% |
| Admin fee / account holder | $11,027 | $5,216+111.4% | $6,730+63.9% | $5,651+95.1% |