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 3-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 | $117,782 | $96,484+22.1% | $156,263-24.6% | $74,304+58.5% |
| Participation rate | 69.6% | 67.7%+1.9pp | 78.9%-9.3pp | 60.3%+9.3pp |
| Annual return | 17.18% | 17.73%-0.5pp | 59.47%-42.3pp | 29.43%-12.3pp |
| Employer contribution / active EE | $1,400 | $2,528-44.6% | $4,333-67.7% | $2,241-37.5% |
| Participant deferral / active EE | $6,846 | $4,286+59.7% | $6,158+11.2% | $3,767+81.7% |
| Admin fee / account holder | $2,658 | $3,728-28.7% | $14,255-81.4% | $2,969-10.5% |