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 | $103,331 | $100,326+3.0% | $180,183-42.7% | $84,808+21.8% |
| Participation rate | 69.2% | 71.0%-1.8pp | 77.4%-8.2pp | 68.3%+0.9pp |
| Annual return | 20.19% | 17.86%+2.3pp | 27.86%-7.7pp | 40.90%-20.7pp |
| Employer contribution / active EE | $2,570 | $3,269-21.4% | $5,039-49.0% | $2,631-2.3% |
| Participant deferral / active EE | $5,094 | $5,066+0.6% | $6,822-25.3% | $4,212+21.0% |
| Admin fee / account holder | $4,972 | $9,674-48.6% | $19,975-75.1% | $7,344-32.3% |