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 | $107,647 | $80,717+33.4% | $154,803-30.5% | $84,808+26.9% |
| Participation rate | 69.6% | 66.8%+2.8pp | 78.1%-8.5pp | 68.3%+1.3pp |
| Annual return | 17.58% | 37.96%-20.4pp | 58.88%-41.3pp | 40.90%-23.3pp |
| Employer contribution / active EE | $3,429 | $2,761+24.2% | $4,305-20.3% | $2,631+30.3% |
| Participant deferral / active EE | $5,917 | $3,303+79.1% | $5,540+6.8% | $4,212+40.5% |
| Admin fee / account holder | $2,605 | $6,746-61.4% | $14,329-81.8% | $7,344-64.5% |