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 | $99,650 | $83,477+19.4% | $125,175-20.4% | $72,985+36.5% |
| Participation rate | 59.0% | 73.3%-14.3pp | 79.8%-20.8pp | 69.5%-10.5pp |
| Annual return | 22.45% | 25.78%-3.3pp | 43.79%-21.3pp | 81.00%-58.5pp |
| Employer contribution / active EE | $2,189 | $2,345-6.7% | $3,865-43.4% | $2,440-10.3% |
| Participant deferral / active EE | $3,592 | $3,585+0.2% | $4,937-27.2% | $3,607-0.4% |
| Admin fee / account holder | $4,784 | $5,517-13.3% | $9,702-50.7% | $5,124-6.6% |