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 | $117,699 | $84,936+38.6% | $111,297+5.8% | $79,386+48.3% |
| Participation rate | 58.7% | 75.9%-17.2pp | 77.3%-18.7pp | 70.7%-12.1pp |
| Annual return | 18.47% | 17.45%+1.0pp | 54.65%-36.2pp | 116.85%-98.4pp |
| Employer contribution / active EE | $1,892 | $1,979-4.4% | $2,731-30.7% | $2,427-22.1% |
| Participant deferral / active EE | $3,114 | $3,888-19.9% | $4,487-30.6% | $4,046-23.0% |
| Admin fee / account holder | $4,209 | $537+683.6% | $7,964-47.1% | $626+572.0% |