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 | $105,479 | $89,753+17.5% | $107,525-1.9% | $84,808+24.4% |
| Participation rate | 61.7% | 68.1%-6.3pp | 75.1%-13.3pp | 68.3%-6.6pp |
| Annual return | 19.72% | 29.48%-9.8pp | 181.32%-161.6pp | 40.90%-21.2pp |
| Employer contribution / active EE | $3,507 | $3,113+12.6% | $3,754-6.6% | $2,631+33.3% |
| Participant deferral / active EE | $4,594 | $4,056+13.3% | $5,116-10.2% | $4,212+9.1% |
| Admin fee / account holder | $971 | $7,222-86.6% | $8,919-89.1% | $7,344-86.8% |