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 | $108,639 | $94,625+14.8% | $116,228-6.5% | $84,808+28.1% |
| Participation rate | 64.9% | 70.4%-5.5pp | 74.6%-9.6pp | 68.3%-3.4pp |
| Annual return | 13.54% | 20.40%-6.9pp | 90.06%-76.5pp | 40.90%-27.4pp |
| Employer contribution / active EE | $1,955 | $2,347-16.7% | $2,994-34.7% | $2,631-25.7% |
| Participant deferral / active EE | $2,708 | $3,972-31.8% | $4,953-45.3% | $4,212-35.7% |
| Admin fee / account holder | $14,091 | $10,091+39.6% | $11,989+17.5% | $7,344+91.9% |