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 | $106,182 | $109,881-3.4% | $150,045-29.2% | $84,808+25.2% |
| Participation rate | 61.5% | 76.1%-14.5pp | 82.3%-20.8pp | 68.3%-6.8pp |
| Annual return | 14.89% | 28.25%-13.4pp | 62.55%-47.7pp | 40.90%-26.0pp |
| Employer contribution / active EE | $1,242 | $3,561-65.1% | $4,693-73.5% | $2,631-52.8% |
| Participant deferral / active EE | $5,486 | $6,636-17.3% | $7,997-31.4% | $4,212+30.3% |
| Admin fee / account holder | $9,451 | $8,568+10.3% | $13,435-29.7% | $7,344+28.7% |