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 | $105,081 | $109,881-4.4% | $150,045-30.0% | $84,808+23.9% |
| Participation rate | 26.3% | 76.1%-49.8pp | 82.3%-56.0pp | 68.3%-42.0pp |
| Annual return | 30.25% | 28.25%+2.0pp | 62.55%-32.3pp | 40.90%-10.6pp |
| Employer contribution / active EE | $1,463 | $3,561-58.9% | $4,693-68.8% | $2,631-44.4% |
| Participant deferral / active EE | $4,124 | $6,636-37.9% | $7,997-48.4% | $4,212-2.1% |
| Admin fee / account holder | $7,779 | $8,568-9.2% | $13,435-42.1% | $7,344+5.9% |