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 | $113,747 | $117,983-3.6% | $101,794+11.7% | $142,382-20.1% |
| Participation rate | 65.0% | 74.2%-9.2pp | 69.2%-4.2pp | 80.1%-15.1pp |
| Annual return | 11.51% | 36.92%-25.4pp | 30.53%-19.0pp | 217.08%-205.6pp |
| Employer contribution / active EE | $2,464 | $2,773-11.1% | $2,289+7.6% | $4,299-42.7% |
| Participant deferral / active EE | $6,734 | $4,714+42.9% | $4,084+64.9% | $6,507+3.5% |
| Admin fee / account holder | $12,745 | $10,433+22.2% | $8,777+45.2% | $12,624+1.0% |