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 | $109,075 | $101,724+7.2% | $164,813-33.8% | $80,856+34.9% |
| Participation rate | 64.8% | 71.8%-7.0pp | 78.6%-13.8pp | 67.6%-2.8pp |
| Annual return | 49.35% | 16.72%+32.6pp | 69.93%-20.6pp | 35.59%+13.8pp |
| Employer contribution / active EE | $2,260 | $2,953-23.5% | $4,341-47.9% | $2,755-18.0% |
| Participant deferral / active EE | $4,711 | $4,477+5.2% | $6,031-21.9% | $4,296+9.7% |
| Admin fee / account holder | $4,187 | $8,227-49.1% | $12,690-67.0% | $6,918-39.5% |