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 | $107,592 | $106,584+0.9% | $101,326+6.2% | $142,382-24.4% |
| Participation rate | 50.0% | 82.7%-32.7pp | 81.5%-31.5pp | 80.1%-30.1pp |
| Annual return | 14.55% | 36.93%-22.4pp | 36.82%-22.3pp | 217.08%-202.5pp |
| Employer contribution / active EE | $2,036 | $3,956-48.5% | $3,665-44.5% | $4,299-52.6% |
| Participant deferral / active EE | $5,175 | $8,297-37.6% | $7,994-35.3% | $6,507-20.5% |
| Admin fee / account holder | $1,201 | $11,446-89.5% | $11,185-89.3% | $12,624-90.5% |