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 | $116,038 | $116,875-0.7% | $284,014-59.1% | $116,875-0.7% |
| Participation rate | 64.2% | 74.5%-10.3pp | 78.2%-14.0pp | 74.5%-10.3pp |
| Annual return | 19.59% | 16.29%+3.3pp | -6.84%+26.4pp | 16.29%+3.3pp |
| Employer contribution / active EE | $3,587 | $3,288+9.1% | $4,497-20.3% | $3,288+9.1% |
| Participant deferral / active EE | $5,234 | $3,885+34.7% | $5,463-4.2% | $3,885+34.7% |
| Admin fee / account holder | $3,113 | $12,263-74.6% | $16,425-81.0% | $12,263-74.6% |