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 | $106,679 | $79,557+34.1% | $118,746-10.2% | $70,131+52.1% |
| Participation rate | 69.6% | 71.4%-1.7pp | 78.3%-8.7pp | 69.5%+0.1pp |
| Annual return | 25.28% | 25.64%-0.4pp | 24.54%+0.7pp | 73.14%-47.9pp |
| Employer contribution / active EE | $3,660 | $2,861+27.9% | $4,193-12.7% | $2,342+56.3% |
| Participant deferral / active EE | $6,635 | $4,089+62.3% | $5,332+24.4% | $3,332+99.1% |
| Admin fee / account holder | $10,082 | $5,374+87.6% | $10,720-6.0% | $4,645+117.0% |