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 | $105,743 | $94,625+11.7% | $116,228-9.0% | $84,808+24.7% |
| Participation rate | 56.8% | 70.4%-13.6pp | 74.6%-17.7pp | 68.3%-11.5pp |
| Annual return | 13.98% | 20.40%-6.4pp | 90.06%-76.1pp | 40.90%-26.9pp |
| Employer contribution / active EE | $1,456 | $2,347-37.9% | $2,994-51.4% | $2,631-44.6% |
| Participant deferral / active EE | $4,609 | $3,972+16.0% | $4,953-6.9% | $4,212+9.4% |
| Admin fee / account holder | $6,285 | $10,091-37.7% | $11,989-47.6% | $7,344-14.4% |