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 | $103,138 | $74,927+37.7% | $101,794+1.3% | $84,808+21.6% |
| Participation rate | 58.6% | 61.4%-2.8pp | 69.2%-10.6pp | 68.3%-9.7pp |
| Annual return | 17.31% | 18.70%-1.4pp | 30.53%-13.2pp | 40.90%-23.6pp |
| Employer contribution / active EE | $1,782 | $1,522+17.1% | $2,289-22.1% | $2,631-32.3% |
| Participant deferral / active EE | $4,737 | $3,099+52.8% | $4,084+16.0% | $4,212+12.5% |
| Admin fee / account holder | $5,452 | $6,514-16.3% | $8,777-37.9% | $7,344-25.8% |