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 | $194,663 | $81,460+139.0% | $103,333+88.4% | $80,856+140.8% |
| Participation rate | 64.4% | 66.8%-2.4pp | 74.5%-10.1pp | 67.6%-3.2pp |
| Annual return | 26.32% | 25.55%+0.8pp | 24.88%+1.4pp | 35.59%-9.3pp |
| Employer contribution / active EE | $3,464 | $3,105+11.6% | $3,868-10.4% | $2,755+25.7% |
| Participant deferral / active EE | $7,253 | $3,869+87.5% | $5,057+43.4% | $4,296+68.8% |
| Admin fee / account holder | $3,991 | $6,566-39.2% | $8,355-52.2% | $6,918-42.3% |