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 | $103,230 | $95,803+7.8% | $113,168-8.8% | $84,808+21.7% |
| Participation rate | 68.3% | 72.9%-4.6pp | 76.6%-8.3pp | 68.3%0pp |
| Annual return | 13.66% | 25.00%-11.3pp | 24.27%-10.6pp | 40.90%-27.2pp |
| Employer contribution / active EE | $1,606 | $2,360-32.0% | $2,975-46.0% | $2,631-39.0% |
| Participant deferral / active EE | $4,965 | $4,242+17.0% | $5,107-2.8% | $4,212+17.9% |
| Admin fee / account holder | $12,113 | $8,989+34.8% | $12,068+0.4% | $7,344+64.9% |