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 | $98,842 | $95,803+3.2% | $113,168-12.7% | $84,808+16.5% |
| Participation rate | 67.2% | 72.9%-5.6pp | 76.6%-9.3pp | 68.3%-1.1pp |
| Annual return | 15.53% | 25.00%-9.5pp | 24.27%-8.7pp | 40.90%-25.4pp |
| Employer contribution / active EE | $2,206 | $2,360-6.5% | $2,975-25.8% | $2,631-16.1% |
| Participant deferral / active EE | $4,831 | $4,242+13.9% | $5,107-5.4% | $4,212+14.7% |
| Admin fee / account holder | $9,330 | $8,989+3.8% | $12,068-22.7% | $7,344+27.0% |