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 | $103,681 | $96,484+7.5% | $156,263-33.6% | $74,304+39.5% |
| Participation rate | 57.4% | 67.7%-10.3pp | 78.9%-21.5pp | 60.3%-2.9pp |
| Annual return | 14.83% | 17.73%-2.9pp | 59.47%-44.6pp | 29.43%-14.6pp |
| Employer contribution / active EE | $2,268 | $2,528-10.3% | $4,333-47.7% | $2,241+1.2% |
| Participant deferral / active EE | $4,886 | $4,286+14.0% | $6,158-20.7% | $3,767+29.7% |
| Admin fee / account holder | $3,748 | $3,728+0.5% | $14,255-73.7% | $2,969+26.2% |