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 | $103,976 | $86,929+19.6% | $102,423+1.5% | $80,856+28.6% |
| Participation rate | 66.7% | 72.4%-5.7pp | 76.5%-9.8pp | 67.6%-1.0pp |
| Annual return | 13.38% | 18.88%-5.5pp | 29.32%-15.9pp | 35.59%-22.2pp |
| Employer contribution / active EE | $1,240 | $2,369-47.7% | $3,023-59.0% | $2,755-55.0% |
| Participant deferral / active EE | $3,530 | $4,118-14.3% | $5,053-30.1% | $4,296-17.8% |
| Admin fee / account holder | $7,946 | $8,049-1.3% | $9,451-15.9% | $6,918+14.9% |