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 | $103,852 | $181,894-42.9% | $156,549-33.7% | $273,961-62.1% |
| Participation rate | 69.2% | 88.4%-19.2pp | 84.0%-14.8pp | 83.0%-13.8pp |
| Annual return | 18.58% | 30.74%-12.2pp | 32.23%-13.6pp | 41.45%-22.9pp |
| Employer contribution / active EE | $2,318 | $6,248-62.9% | $5,501-57.9% | $4,869-52.4% |
| Participant deferral / active EE | $5,945 | $5,550+7.1% | $4,871+22.1% | $5,287+12.4% |
| Admin fee / account holder | $354 | $15,559-97.7% | $13,027-97.3% | $10,132-96.5% |