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 | $106,143 | $81,460+30.3% | $103,333+2.7% | $80,856+31.3% |
| Participation rate | 64.2% | 66.8%-2.7pp | 74.5%-10.3pp | 67.6%-3.5pp |
| Annual return | 26.42% | 25.55%+0.9pp | 24.88%+1.5pp | 35.59%-9.2pp |
| Employer contribution / active EE | $2,877 | $3,105-7.3% | $3,868-25.6% | $2,755+4.4% |
| Participant deferral / active EE | $6,032 | $3,869+55.9% | $5,057+19.3% | $4,296+40.4% |
| Admin fee / account holder | $14,415 | $6,566+119.5% | $8,355+72.5% | $6,918+108.4% |