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 | $103,114 | $109,413-5.8% | $156,263-34.0% | $84,808+21.6% |
| Participation rate | 61.1% | 72.7%-11.6pp | 78.9%-17.8pp | 68.3%-7.2pp |
| Annual return | 14.86% | 20.18%-5.3pp | 59.47%-44.6pp | 40.90%-26.0pp |
| Employer contribution / active EE | $3,151 | $2,907+8.4% | $4,333-27.3% | $2,631+19.8% |
| Participant deferral / active EE | $6,050 | $4,590+31.8% | $6,158-1.8% | $4,212+43.7% |
| Admin fee / account holder | $40,932 | $9,357+337.5% | $14,255+187.1% | $7,344+457.4% |