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 | $105,708 | $54,762+93.0% | $90,281+17.1% | $72,985+44.8% |
| Participation rate | 60.0% | 65.1%-5.1pp | 73.3%-13.3pp | 69.5%-9.5pp |
| Annual return | 17.71% | 30.63%-12.9pp | 78.10%-60.4pp | 81.00%-63.3pp |
| Employer contribution / active EE | $1,733 | $2,092-17.2% | $2,854-39.3% | $2,440-29.0% |
| Participant deferral / active EE | $4,030 | $2,887+39.6% | $3,885+3.7% | $3,607+11.7% |
| Admin fee / account holder | $5,440 | $3,972+37.0% | $5,351+1.7% | $5,124+6.2% |