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 | $112,916 | $101,724+11.0% | $164,813-31.5% | $80,856+39.7% |
| Participation rate | 59.3% | 71.8%-12.6pp | 78.6%-19.3pp | 67.6%-8.4pp |
| Annual return | 20.32% | 16.72%+3.6pp | 69.93%-49.6pp | 35.59%-15.3pp |
| Employer contribution / active EE | $2,171 | $2,953-26.5% | $4,341-50.0% | $2,755-21.2% |
| Participant deferral / active EE | $3,474 | $4,477-22.4% | $6,031-42.4% | $4,296-19.1% |
| Admin fee / account holder | $1,294 | $8,227-84.3% | $12,690-89.8% | $6,918-81.3% |