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 | $108,523 | $94,625+14.7% | $116,228-6.6% | $84,808+28.0% |
| Participation rate | 44.9% | 70.4%-25.6pp | 74.6%-29.7pp | 68.3%-23.4pp |
| Annual return | 14.61% | 20.40%-5.8pp | 90.06%-75.4pp | 40.90%-26.3pp |
| Employer contribution / active EE | $1,402 | $2,347-40.2% | $2,994-53.2% | $2,631-46.7% |
| Participant deferral / active EE | $3,925 | $3,972-1.2% | $4,953-20.8% | $4,212-6.8% |
| Admin fee / account holder | $2,710 | $10,091-73.1% | $11,989-77.4% | $7,344-63.1% |