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 | $109,465 | $95,803+14.3% | $113,168-3.3% | $84,808+29.1% |
| Participation rate | 63.3% | 72.9%-9.6pp | 76.6%-13.3pp | 68.3%-5.0pp |
| Annual return | 14.46% | 25.00%-10.5pp | 24.27%-9.8pp | 40.90%-26.4pp |
| Employer contribution / active EE | $1,134 | $2,360-51.9% | $2,975-61.9% | $2,631-56.9% |
| Participant deferral / active EE | $3,083 | $4,242-27.3% | $5,107-39.6% | $4,212-26.8% |
| Admin fee / account holder | $11,341 | $8,989+26.2% | $12,068-6.0% | $7,344+54.4% |