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 | $103,156 | $101,724+1.4% | $164,813-37.4% | $80,856+27.6% |
| Participation rate | 62.1% | 71.8%-9.8pp | 78.6%-16.5pp | 67.6%-5.6pp |
| Annual return | 12.95% | 16.72%-3.8pp | 69.93%-57.0pp | 35.59%-22.6pp |
| Employer contribution / active EE | $1,364 | $2,953-53.8% | $4,341-68.6% | $2,755-50.5% |
| Participant deferral / active EE | $4,790 | $4,477+7.0% | $6,031-20.6% | $4,296+11.5% |
| Admin fee / account holder | $7,345 | $8,227-10.7% | $12,690-42.1% | $6,918+6.2% |