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 | $126,433 | $109,413+15.6% | $156,263-19.1% | $84,808+49.1% |
| Participation rate | 63.4% | 72.7%-9.3pp | 78.9%-15.5pp | 68.3%-4.9pp |
| Annual return | 16.84% | 20.18%-3.3pp | 59.47%-42.6pp | 40.90%-24.1pp |
| Employer contribution / active EE | $2,980 | $2,907+2.5% | $4,333-31.2% | $2,631+13.3% |
| Participant deferral / active EE | $5,289 | $4,590+15.2% | $6,158-14.1% | $4,212+25.6% |
| Admin fee / account holder | $12,227 | $9,357+30.7% | $14,255-14.2% | $7,344+66.5% |