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 | $103,374 | $74,927+38.0% | $101,794+1.6% | $84,808+21.9% |
| Participation rate | 55.7% | 61.4%-5.7pp | 69.2%-13.4pp | 68.3%-12.6pp |
| Annual return | 14.00% | 18.70%-4.7pp | 30.53%-16.5pp | 40.90%-26.9pp |
| Employer contribution / active EE | $1,266 | $1,522-16.8% | $2,289-44.7% | $2,631-51.9% |
| Participant deferral / active EE | $2,853 | $3,099-7.9% | $4,084-30.1% | $4,212-32.3% |
| Admin fee / account holder | $3,999 | $6,514-38.6% | $8,777-54.4% | $7,344-45.5% |