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 | $106,553 | $60,892+75.0% | $82,389+29.3% | $84,808+25.6% |
| Participation rate | 59.6% | 63.3%-3.7pp | 69.5%-10.0pp | 68.3%-8.7pp |
| Annual return | 13.96% | 37.29%-23.3pp | 28.67%-14.7pp | 40.90%-26.9pp |
| Employer contribution / active EE | $1,641 | $1,779-7.8% | $2,517-34.8% | $2,631-37.6% |
| Participant deferral / active EE | $3,742 | $3,179+17.7% | $4,155-9.9% | $4,212-11.1% |
| Admin fee / account holder | $9,122 | $5,467+66.9% | $7,231+26.2% | $7,344+24.2% |