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 | $134,227 | $74,927+79.1% | $101,794+31.9% | $84,808+58.3% |
| Participation rate | 66.2% | 61.4%+4.8pp | 69.2%-3.0pp | 68.3%-2.1pp |
| Annual return | 25.01% | 18.70%+6.3pp | 30.53%-5.5pp | 40.90%-15.9pp |
| Employer contribution / active EE | $2,768 | $1,522+81.9% | $2,289+20.9% | $2,631+5.2% |
| Participant deferral / active EE | $5,931 | $3,099+91.4% | $4,084+45.2% | $4,212+40.8% |
| Admin fee / account holder | $2,719 | $6,514-58.3% | $8,777-69.0% | $7,344-63.0% |