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 | $126,431 | $71,050+77.9% | $93,606+35.1% | $80,856+56.4% |
| Participation rate | 65.5% | 60.4%+5.1pp | 68.7%-3.2pp | 67.6%-2.1pp |
| Annual return | 12.98% | 11.26%+1.7pp | 133.20%-120.2pp | 35.59%-22.6pp |
| Employer contribution / active EE | $1,911 | $1,564+22.2% | $2,420-21.0% | $2,755-30.6% |
| Participant deferral / active EE | $3,756 | $4,034-6.9% | $4,411-14.8% | $4,296-12.6% |
| Admin fee / account holder | $11,619 | $6,945+67.3% | $8,285+40.2% | $6,918+68.0% |