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 | $105,836 | $74,927+41.3% | $101,794+4.0% | $84,808+24.8% |
| Participation rate | 67.8% | 61.4%+6.4pp | 69.2%-1.4pp | 68.3%-0.5pp |
| Annual return | 14.01% | 18.70%-4.7pp | 30.53%-16.5pp | 40.90%-26.9pp |
| Employer contribution / active EE | $646 | $1,522-57.5% | $2,289-71.8% | $2,631-75.4% |
| Participant deferral / active EE | $5,003 | $3,099+61.4% | $4,084+22.5% | $4,212+18.8% |
| Admin fee / account holder | $4,497 | $6,514-31.0% | $8,777-48.8% | $7,344-38.8% |