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 | $101,648 | $86,332+17.7% | $125,175-18.8% | $65,185+55.9% |
| Participation rate | 48.0% | 75.3%-27.3pp | 79.8%-31.8pp | 70.2%-22.2pp |
| Annual return | 24.74% | 27.43%-2.7pp | 43.79%-19.0pp | 29.38%-4.6pp |
| Employer contribution / active EE | $1,299 | $2,040-36.3% | $3,865-66.4% | $2,177-40.3% |
| Participant deferral / active EE | $2,527 | $3,537-28.5% | $4,937-48.8% | $3,514-28.1% |
| Admin fee / account holder | $2,172 | $609+256.6% | $9,702-77.6% | $847+156.5% |