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 | $107,019 | $87,013+23.0% | $106,213+0.8% | $80,856+32.4% |
| Participation rate | 68.0% | 70.4%-2.4pp | 75.3%-7.3pp | 67.6%+0.4pp |
| Annual return | 15.68% | 17.05%-1.4pp | 116.14%-100.5pp | 35.59%-19.9pp |
| Employer contribution / active EE | $1,636 | $2,395-31.7% | $3,171-48.4% | $2,755-40.6% |
| Participant deferral / active EE | $4,614 | $3,986+15.8% | $5,016-8.0% | $4,296+7.4% |
| Admin fee / account holder | $5,416 | $8,431-35.8% | $11,033-50.9% | $6,918-21.7% |