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 | $108,448 | $74,927+44.7% | $101,794+6.5% | $84,808+27.9% |
| Participation rate | 61.0% | 61.4%-0.4pp | 69.2%-8.2pp | 68.3%-7.3pp |
| Annual return | 14.39% | 18.70%-4.3pp | 30.53%-16.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $569 | $1,522-62.6% | $2,289-75.2% | $2,631-78.4% |
| Participant deferral / active EE | $5,281 | $3,099+70.4% | $4,084+29.3% | $4,212+25.4% |
| Admin fee / account holder | $1,203 | $6,514-81.5% | $8,777-86.3% | $7,344-83.6% |