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 | $100,943 | $96,484+4.6% | $156,263-35.4% | $74,304+35.9% |
| Participation rate | 46.4% | 67.7%-21.3pp | 78.9%-32.5pp | 60.3%-13.9pp |
| Annual return | 14.72% | 17.73%-3.0pp | 59.47%-44.7pp | 29.43%-14.7pp |
| Employer contribution / active EE | $1,667 | $2,528-34.1% | $4,333-61.5% | $2,241-25.6% |
| Participant deferral / active EE | $3,394 | $4,286-20.8% | $6,158-44.9% | $3,767-9.9% |
| Admin fee / account holder | $8,922 | $3,728+139.3% | $14,255-37.4% | $2,969+200.5% |