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 | $107,687 | $81,460+32.2% | $103,333+4.2% | $80,856+33.2% |
| Participation rate | 64.1% | 66.8%-2.7pp | 74.5%-10.4pp | 67.6%-3.5pp |
| Annual return | 15.31% | 25.55%-10.2pp | 24.88%-9.6pp | 35.59%-20.3pp |
| Employer contribution / active EE | $2,187 | $3,105-29.6% | $3,868-43.5% | $2,755-20.6% |
| Participant deferral / active EE | $7,527 | $3,869+94.6% | $5,057+48.8% | $4,296+75.2% |
| Admin fee / account holder | $22,730 | $6,566+246.2% | $8,355+172.1% | $6,918+228.6% |