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 | $103,143 | $104,251-1.1% | $91,001+13.3% | $147,584-30.1% |
| Participation rate | 65.0% | 78.2%-13.2pp | 75.6%-10.6pp | 82.8%-17.8pp |
| Annual return | 21.52% | 27.06%-5.5pp | 4.60%+16.9pp | 578.55%-557.0pp |
| Employer contribution / active EE | $2,081 | $3,116-33.2% | $2,456-15.3% | $4,876-57.3% |
| Participant deferral / active EE | $2,785 | $4,195-33.6% | $3,547-21.5% | $5,439-48.8% |
| Admin fee / account holder | $3,850 | $8,948-57.0% | $5,417-28.9% | $10,885-64.6% |