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 | $106,281 | $95,803+10.9% | $113,168-6.1% | $84,808+25.3% |
| Participation rate | 58.1% | 72.9%-14.8pp | 76.6%-18.5pp | 68.3%-10.2pp |
| Annual return | 15.14% | 25.00%-9.9pp | 24.27%-9.1pp | 40.90%-25.8pp |
| Employer contribution / active EE | $954 | $2,360-59.6% | $2,975-67.9% | $2,631-63.7% |
| Participant deferral / active EE | $5,716 | $4,242+34.8% | $5,107+11.9% | $4,212+35.7% |
| Admin fee / account holder | $4,631 | $8,989-48.5% | $12,068-61.6% | $7,344-36.9% |