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 | $103,115 | $87,013+18.5% | $106,213-2.9% | $80,856+27.5% |
| Participation rate | 64.0% | 70.4%-6.4pp | 75.3%-11.2pp | 67.6%-3.6pp |
| Annual return | 14.17% | 17.05%-2.9pp | 116.14%-102.0pp | 35.59%-21.4pp |
| Employer contribution / active EE | $2,279 | $2,395-4.9% | $3,171-28.1% | $2,755-17.3% |
| Participant deferral / active EE | $4,443 | $3,986+11.5% | $5,016-11.4% | $4,296+3.4% |
| Admin fee / account holder | $30,252 | $8,431+258.8% | $11,033+174.2% | $6,918+337.3% |