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 | $100,150 | $59,097+69.5% | $82,389+21.6% | $74,304+34.8% |
| Participation rate | 59.0% | 52.8%+6.3pp | 69.5%-10.5pp | 60.3%-1.3pp |
| Annual return | 13.63% | 22.85%-9.2pp | 28.67%-15.0pp | 29.43%-15.8pp |
| Employer contribution / active EE | $2,682 | $1,601+67.6% | $2,517+6.6% | $2,241+19.7% |
| Participant deferral / active EE | $2,893 | $2,775+4.2% | $4,155-30.4% | $3,767-23.2% |
| Admin fee / account holder | $1,564 | $4,489-65.2% | $7,231-78.4% | $2,969-47.3% |