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 | $101,061 | $91,552+10.4% | $133,956-24.6% | $79,858+26.6% |
| Participation rate | 69.0% | 73.3%-4.4pp | 79.8%-10.9pp | 69.6%-0.7pp |
| Annual return | 10.90% | 61.85%-50.9pp | 45.09%-34.2pp | 31.71%-20.8pp |
| Employer contribution / active EE | $2,848 | $2,384+19.5% | $3,919-27.3% | $2,471+15.3% |
| Participant deferral / active EE | $5,070 | $3,733+35.8% | $5,048+0.5% | $3,740+35.6% |
| Admin fee / account holder | $9,357 | $6,321+48.0% | $8,927+4.8% | $5,306+76.3% |