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 | $100,203 | $95,803+4.6% | $113,168-11.5% | $84,808+18.2% |
| Participation rate | 60.0% | 72.9%-12.9pp | 76.6%-16.6pp | 68.3%-8.3pp |
| Annual return | 12.48% | 25.00%-12.5pp | 24.27%-11.8pp | 40.90%-28.4pp |
| Employer contribution / active EE | $1,540 | $2,360-34.8% | $2,975-48.3% | $2,631-41.5% |
| Participant deferral / active EE | $3,792 | $4,242-10.6% | $5,107-25.8% | $4,212-10.0% |
| Admin fee / account holder | $9,944 | $8,989+10.6% | $12,068-17.6% | $7,344+35.4% |