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 | $110,215 | $74,927+47.1% | $101,794+8.3% | $84,808+30.0% |
| Participation rate | 53.5% | 61.4%-7.9pp | 69.2%-15.7pp | 68.3%-14.8pp |
| Annual return | 15.23% | 18.70%-3.5pp | 30.53%-15.3pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,812 | $1,522+19.1% | $2,289-20.8% | $2,631-31.1% |
| Participant deferral / active EE | $1,259 | $3,099-59.4% | $4,084-69.2% | $4,212-70.1% |
| Admin fee / account holder | $11,206 | $6,514+72.0% | $8,777+27.7% | $7,344+52.6% |