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 | $105,383 | $78,672+34.0% | $109,143-3.4% | $85,850+22.8% |
| Participation rate | 63.3% | 68.3%-4.9pp | 75.9%-12.5pp | 69.3%-6.0pp |
| Annual return | 32.83% | 25.09%+7.7pp | 25.75%+7.1pp | 318.53%-285.7pp |
| Employer contribution / active EE | $1,333 | $2,735-51.3% | $3,722-64.2% | $2,565-48.1% |
| Participant deferral / active EE | $3,515 | $3,467+1.4% | $4,653-24.5% | $3,952-11.0% |
| Admin fee / account holder | $8,889 | $5,469+62.5% | $6,752+31.6% | $6,260+42.0% |