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 | $118,575 | $109,413+8.4% | $156,263-24.1% | $84,808+39.8% |
| Participation rate | 67.3% | 72.7%-5.3pp | 78.9%-11.6pp | 68.3%-1.0pp |
| Annual return | 15.66% | 20.18%-4.5pp | 59.47%-43.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $1,039 | $2,907-64.3% | $4,333-76.0% | $2,631-60.5% |
| Participant deferral / active EE | $2,208 | $4,590-51.9% | $6,158-64.2% | $4,212-47.6% |
| Admin fee / account holder | $11,554 | $9,357+23.5% | $14,255-18.9% | $7,344+57.3% |