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 | $108,272 | $86,929+24.6% | $102,423+5.7% | $80,856+33.9% |
| Participation rate | 65.9% | 72.4%-6.5pp | 76.5%-10.6pp | 67.6%-1.7pp |
| Annual return | 16.47% | 18.88%-2.4pp | 29.32%-12.9pp | 35.59%-19.1pp |
| Employer contribution / active EE | $1,221 | $2,369-48.5% | $3,023-59.6% | $2,755-55.7% |
| Participant deferral / active EE | $4,182 | $4,118+1.5% | $5,053-17.2% | $4,296-2.6% |
| Admin fee / account holder | $15,275 | $8,049+89.8% | $9,451+61.6% | $6,918+120.8% |