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 | $105,808 | $91,190+16.0% | $178,490-40.7% | $79,858+32.5% |
| Participation rate | 63.3% | 69.2%-5.9pp | 81.9%-18.6pp | 69.6%-6.3pp |
| Annual return | 15.36% | 24.19%-8.8pp | 151.07%-135.7pp | 31.71%-16.4pp |
| Employer contribution / active EE | $1,584 | $3,256-51.4% | $5,011-68.4% | $2,471-35.9% |
| Participant deferral / active EE | $3,459 | $3,236+6.9% | $5,202-33.5% | $3,740-7.5% |
| Admin fee / account holder | $2,477 | $6,751-63.3% | $13,984-82.3% | $5,306-53.3% |