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 | $100,124 | $95,803+4.5% | $113,168-11.5% | $84,808+18.1% |
| Participation rate | 59.2% | 72.9%-13.7pp | 76.6%-17.4pp | 68.3%-9.2pp |
| Annual return | 12.70% | 25.00%-12.3pp | 24.27%-11.6pp | 40.90%-28.2pp |
| Employer contribution / active EE | $1,897 | $2,360-19.6% | $2,975-36.2% | $2,631-27.9% |
| Participant deferral / active EE | $3,352 | $4,242-21.0% | $5,107-34.4% | $4,212-20.4% |
| Admin fee / account holder | $16,770 | $8,989+86.6% | $12,068+39.0% | $7,344+128.4% |