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 | $109,389 | $94,625+15.6% | $116,228-5.9% | $84,808+29.0% |
| Participation rate | 62.2% | 70.4%-8.2pp | 74.6%-12.3pp | 68.3%-6.1pp |
| Annual return | 13.85% | 20.40%-6.6pp | 90.06%-76.2pp | 40.90%-27.1pp |
| Employer contribution / active EE | $1,141 | $2,347-51.4% | $2,994-61.9% | $2,631-56.6% |
| Participant deferral / active EE | $4,841 | $3,972+21.9% | $4,953-2.3% | $4,212+14.9% |
| Admin fee / account holder | $2,043 | $10,091-79.8% | $11,989-83.0% | $7,344-72.2% |