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 | $100,802 | $74,927+34.5% | $101,794-1.0% | $84,808+18.9% |
| Participation rate | 62.7% | 61.4%+1.3pp | 69.2%-6.5pp | 68.3%-5.6pp |
| Annual return | 13.78% | 18.70%-4.9pp | 30.53%-16.7pp | 40.90%-27.1pp |
| Employer contribution / active EE | $1,517 | $1,522-0.3% | $2,289-33.7% | $2,631-42.4% |
| Participant deferral / active EE | $4,172 | $3,099+34.6% | $4,084+2.1% | $4,212-0.9% |
| Admin fee / account holder | $18,910 | $6,514+190.3% | $8,777+115.4% | $7,344+157.5% |