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 | $99,188 | $86,929+14.1% | $102,423-3.2% | $80,856+22.7% |
| Participation rate | 60.5% | 72.4%-11.9pp | 76.5%-16.0pp | 67.6%-7.2pp |
| Annual return | 13.32% | 18.88%-5.6pp | 29.32%-16.0pp | 35.59%-22.3pp |
| Employer contribution / active EE | $2,465 | $2,369+4.0% | $3,023-18.5% | $2,755-10.5% |
| Participant deferral / active EE | $5,855 | $4,118+42.2% | $5,053+15.9% | $4,296+36.3% |
| Admin fee / account holder | $6,614 | $8,049-17.8% | $9,451-30.0% | $6,918-4.4% |