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 | $108,950 | $87,870+24.0% | $113,168-3.7% | $74,304+46.6% |
| Participation rate | 53.3% | 70.7%-17.5pp | 76.6%-23.3pp | 60.3%-7.1pp |
| Annual return | 17.56% | 26.44%-8.9pp | 24.27%-6.7pp | 29.43%-11.9pp |
| Employer contribution / active EE | $2,057 | $2,277-9.7% | $2,975-30.9% | $2,241-8.2% |
| Participant deferral / active EE | $4,222 | $4,241-0.4% | $5,107-17.3% | $3,767+12.1% |
| Admin fee / account holder | $6,008 | $3,368+78.4% | $12,068-50.2% | $2,969+102.4% |