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 | $102,897 | $87,013+18.3% | $106,213-3.1% | $80,856+27.3% |
| Participation rate | 61.5% | 70.4%-9.0pp | 75.3%-13.8pp | 67.6%-6.2pp |
| Annual return | 25.57% | 17.05%+8.5pp | 116.14%-90.6pp | 35.59%-10.0pp |
| Employer contribution / active EE | $1,536 | $2,395-35.9% | $3,171-51.6% | $2,755-44.2% |
| Participant deferral / active EE | $3,392 | $3,986-14.9% | $5,016-32.4% | $4,296-21.0% |
| Admin fee / account holder | $1,694 | $8,431-79.9% | $11,033-84.6% | $6,918-75.5% |