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 | $117,774 | $86,929+35.5% | $102,423+15.0% | $80,856+45.7% |
| Participation rate | 66.7% | 72.4%-5.7pp | 76.5%-9.8pp | 67.6%-1.0pp |
| Annual return | 27.46% | 18.88%+8.6pp | 29.32%-1.9pp | 35.59%-8.1pp |
| Employer contribution / active EE | $3,022 | $2,369+27.5% | $3,023-0.1% | $2,755+9.7% |
| Participant deferral / active EE | $5,353 | $4,118+30.0% | $5,053+5.9% | $4,296+24.6% |
| Admin fee / account holder | $24,774 | $8,049+207.8% | $9,451+162.1% | $6,918+258.1% |