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 | $96,017 | $95,803+0.2% | $113,168-15.2% | $84,808+13.2% |
| Participation rate | 58.0% | 72.9%-14.9pp | 76.6%-18.6pp | 68.3%-10.3pp |
| Annual return | 23.49% | 25.00%-1.5pp | 24.27%-0.8pp | 40.90%-17.4pp |
| Employer contribution / active EE | $2,357 | $2,360-0.1% | $2,975-20.8% | $2,631-10.4% |
| Participant deferral / active EE | $5,365 | $4,242+26.5% | $5,107+5.1% | $4,212+27.4% |
| Admin fee / account holder | $37,325 | $8,989+315.2% | $12,068+209.3% | $7,344+408.3% |