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 | $105,056 | $80,968+29.7% | $96,544+8.8% | $75,163+39.8% |
| Participation rate | 63.8% | 71.8%-8.0pp | 76.0%-12.2pp | 67.2%-3.4pp |
| Annual return | 24.63% | 27.06%-2.4pp | 25.84%-1.2pp | 160.62%-136.0pp |
| Employer contribution / active EE | $1,753 | $2,282-23.2% | $2,965-40.9% | $2,670-34.3% |
| Participant deferral / active EE | $4,012 | $3,928+2.1% | $4,851-17.3% | $4,125-2.7% |
| Admin fee / account holder | $1,279 | $6,724-81.0% | $8,252-84.5% | $5,651-77.4% |