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 | $119,511 | $109,881+8.8% | $150,045-20.4% | $84,808+40.9% |
| Participation rate | 66.7% | 76.1%-9.4pp | 82.3%-15.7pp | 68.3%-1.6pp |
| Annual return | 16.40% | 28.25%-11.8pp | 62.55%-46.2pp | 40.90%-24.5pp |
| Employer contribution / active EE | $3,716 | $3,561+4.4% | $4,693-20.8% | $2,631+41.3% |
| Participant deferral / active EE | $5,126 | $6,636-22.8% | $7,997-35.9% | $4,212+21.7% |
| Admin fee / account holder | $2,870 | $8,568-66.5% | $13,435-78.6% | $7,344-60.9% |