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 | $102,041 | $80,968+26.0% | $96,544+5.7% | $75,163+35.8% |
| Participation rate | 54.5% | 71.8%-17.2pp | 76.0%-21.4pp | 67.2%-12.6pp |
| Annual return | 19.34% | 27.06%-7.7pp | 25.84%-6.5pp | 160.62%-141.3pp |
| Employer contribution / active EE | $1,961 | $2,282-14.1% | $2,965-33.9% | $2,670-26.5% |
| Participant deferral / active EE | $4,769 | $3,928+21.4% | $4,851-1.7% | $4,125+15.6% |
| Admin fee / account holder | $3,658 | $6,724-45.6% | $8,252-55.7% | $5,651-35.3% |