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 7-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 | $104,020 | $86,929+19.7% | $102,423+1.6% | $80,856+28.6% |
| Participation rate | 67.9% | 72.4%-4.5pp | 76.5%-8.6pp | 67.6%+0.3pp |
| Annual return | 14.36% | 18.88%-4.5pp | 29.32%-15.0pp | 35.59%-21.2pp |
| Employer contribution / active EE | $1,802 | $2,369-23.9% | $3,023-40.4% | $2,755-34.6% |
| Participant deferral / active EE | $5,708 | $4,118+38.6% | $5,053+13.0% | $4,296+32.9% |
| Admin fee / account holder | $12,877 | $8,049+60.0% | $9,451+36.2% | $6,918+86.1% |