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 | $112,579 | $109,881+2.5% | $150,045-25.0% | $84,808+32.7% |
| Participation rate | 69.2% | 76.1%-6.9pp | 82.3%-13.1pp | 68.3%+0.9pp |
| Annual return | 21.06% | 28.25%-7.2pp | 62.55%-41.5pp | 40.90%-19.8pp |
| Employer contribution / active EE | $1,616 | $3,561-54.6% | $4,693-65.6% | $2,631-38.6% |
| Participant deferral / active EE | $7,427 | $6,636+11.9% | $7,997-7.1% | $4,212+76.3% |
| Admin fee / account holder | $5,214 | $8,568-39.1% | $13,435-61.2% | $7,344-29.0% |