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 | $111,829 | $89,753+24.6% | $107,525+4.0% | $84,808+31.9% |
| Participation rate | 68.9% | 68.1%+0.8pp | 75.1%-6.2pp | 68.3%+0.6pp |
| Annual return | 13.13% | 29.48%-16.4pp | 181.32%-168.2pp | 40.90%-27.8pp |
| Employer contribution / active EE | $2,273 | $3,113-27.0% | $3,754-39.4% | $2,631-13.6% |
| Participant deferral / active EE | $4,276 | $4,056+5.4% | $5,116-16.4% | $4,212+1.5% |
| Admin fee / account holder | $1,640 | $7,222-77.3% | $8,919-81.6% | $7,344-77.7% |