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 | $100,791 | $60,892+65.5% | $82,389+22.3% | $84,808+18.8% |
| Participation rate | 63.0% | 63.3%-0.3pp | 69.5%-6.6pp | 68.3%-5.3pp |
| Annual return | 15.29% | 37.29%-22.0pp | 28.67%-13.4pp | 40.90%-25.6pp |
| Employer contribution / active EE | $1,151 | $1,779-35.3% | $2,517-54.3% | $2,631-56.3% |
| Participant deferral / active EE | $3,245 | $3,179+2.1% | $4,155-21.9% | $4,212-23.0% |
| Admin fee / account holder | $4,944 | $5,467-9.6% | $7,231-31.6% | $7,344-32.7% |