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 | $130,358 | $76,367+70.7% | $93,606+39.3% | $72,985+78.6% |
| Participation rate | 67.9% | 71.7%-3.9pp | 75.8%-8.0pp | 69.5%-1.6pp |
| Annual return | 22.33% | 25.82%-3.5pp | 32.76%-10.4pp | 81.00%-58.7pp |
| Employer contribution / active EE | $3,195 | $2,275+40.4% | $2,718+17.6% | $2,440+31.0% |
| Participant deferral / active EE | $6,466 | $3,538+82.8% | $4,069+58.9% | $3,607+79.3% |
| Admin fee / account holder | $2,646 | $6,838-61.3% | $7,888-66.5% | $5,124-48.4% |