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 | $102,280 | $86,929+17.7% | $102,423-0.1% | $80,856+26.5% |
| Participation rate | 68.0% | 72.4%-4.3pp | 76.5%-8.4pp | 67.6%+0.4pp |
| Annual return | 13.88% | 18.88%-5.0pp | 29.32%-15.4pp | 35.59%-21.7pp |
| Employer contribution / active EE | $1,393 | $2,369-41.2% | $3,023-53.9% | $2,755-49.4% |
| Participant deferral / active EE | $3,983 | $4,118-3.3% | $5,053-21.2% | $4,296-7.3% |
| Admin fee / account holder | $10,296 | $8,049+27.9% | $9,451+8.9% | $6,918+48.8% |