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 | $110,216 | $80,717+36.5% | $154,803-28.8% | $84,808+30.0% |
| Participation rate | 69.7% | 66.8%+2.9pp | 78.1%-8.4pp | 68.3%+1.4pp |
| Annual return | 17.27% | 37.96%-20.7pp | 58.88%-41.6pp | 40.90%-23.6pp |
| Employer contribution / active EE | $1,317 | $2,761-52.3% | $4,305-69.4% | $2,631-50.0% |
| Participant deferral / active EE | $3,456 | $3,303+4.6% | $5,540-37.6% | $4,212-17.9% |
| Admin fee / account holder | $8,431 | $6,746+25.0% | $14,329-41.2% | $7,344+14.8% |