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 | $165,654 | $81,460+103.4% | $103,333+60.3% | $80,856+104.9% |
| Participation rate | 69.6% | 66.8%+2.8pp | 74.5%-4.9pp | 67.6%+2.0pp |
| Annual return | 14.02% | 25.55%-11.5pp | 24.88%-10.9pp | 35.59%-21.6pp |
| Employer contribution / active EE | $4,865 | $3,105+56.7% | $3,868+25.8% | $2,755+76.6% |
| Participant deferral / active EE | $8,396 | $3,869+117.0% | $5,057+66.0% | $4,296+95.5% |
| Admin fee / account holder | $28,671 | $6,566+336.6% | $8,355+243.2% | $6,918+314.4% |