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 | $100,693 | $65,365+54.0% | $92,893+8.4% | $72,985+38.0% |
| Participation rate | 58.1% | 68.3%-10.2pp | 76.0%-17.9pp | 69.5%-11.3pp |
| Annual return | 110.39% | 42.10%+68.3pp | 109.41%+1.0pp | 81.00%+29.4pp |
| Employer contribution / active EE | $2,365 | $2,594-8.8% | $3,653-35.3% | $2,440-3.1% |
| Participant deferral / active EE | $5,263 | $3,128+68.2% | $4,236+24.2% | $3,607+45.9% |
| Admin fee / account holder | $3,798 | $4,251-10.7% | $5,794-34.5% | $5,124-25.9% |