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 | $108,770 | $81,460+33.5% | $103,333+5.3% | $80,856+34.5% |
| Participation rate | 69.2% | 66.8%+2.4pp | 74.5%-5.3pp | 67.6%+1.6pp |
| Annual return | 12.43% | 25.55%-13.1pp | 24.88%-12.4pp | 35.59%-23.2pp |
| Employer contribution / active EE | $2,173 | $3,105-30.0% | $3,868-43.8% | $2,755-21.1% |
| Participant deferral / active EE | $3,444 | $3,869-11.0% | $5,057-31.9% | $4,296-19.8% |
| Admin fee / account holder | $7,649 | $6,566+16.5% | $8,355-8.4% | $6,918+10.6% |