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 | $84,293 | $80,968+4.1% | $96,544-12.7% | $75,163+12.1% |
| Participation rate | 69.7% | 71.8%-2.1pp | 76.0%-6.3pp | 67.2%+2.5pp |
| Annual return | 12.78% | 27.06%-14.3pp | 25.84%-13.1pp | 160.62%-147.8pp |
| Employer contribution / active EE | $1,957 | $2,282-14.2% | $2,965-34.0% | $2,670-26.7% |
| Participant deferral / active EE | $4,668 | $3,928+18.8% | $4,851-3.8% | $4,125+13.2% |
| Admin fee / account holder | $20,637 | $6,724+206.9% | $8,252+150.1% | $5,651+265.2% |