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 | $101,125 | $73,933+36.8% | $96,683+4.6% | $75,163+34.5% |
| Participation rate | 64.7% | 66.4%-1.7pp | 74.3%-9.6pp | 67.2%-2.5pp |
| Annual return | 16.44% | 26.70%-10.3pp | 35.69%-19.3pp | 160.62%-144.2pp |
| Employer contribution / active EE | $1,115 | $2,928-61.9% | $3,737-70.2% | $2,670-58.2% |
| Participant deferral / active EE | $4,697 | $3,659+28.4% | $4,878-3.7% | $4,125+13.9% |
| Admin fee / account holder | $10,661 | $5,216+104.4% | $6,730+58.4% | $5,651+88.7% |