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 | $106,084 | $78,672+34.8% | $109,143-2.8% | $85,850+23.6% |
| Participation rate | 69.0% | 68.3%+0.8pp | 75.9%-6.8pp | 69.3%-0.3pp |
| Annual return | 18.75% | 25.09%-6.3pp | 25.75%-7.0pp | 318.53%-299.8pp |
| Employer contribution / active EE | $2,472 | $2,735-9.6% | $3,722-33.6% | $2,565-3.6% |
| Participant deferral / active EE | $4,184 | $3,467+20.7% | $4,653-10.1% | $3,952+5.9% |
| Admin fee / account holder | $4,265 | $5,469-22.0% | $6,752-36.8% | $6,260-31.9% |