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 | $88,497 | $89,753-1.4% | $107,525-17.7% | $84,808+4.3% |
| Participation rate | 58.6% | 68.1%-9.4pp | 75.1%-16.5pp | 68.3%-9.7pp |
| Annual return | 15.28% | 29.48%-14.2pp | 181.32%-166.0pp | 40.90%-25.6pp |
| Employer contribution / active EE | $2,460 | $3,113-21.0% | $3,754-34.5% | $2,631-6.5% |
| Participant deferral / active EE | $4,880 | $4,056+20.3% | $5,116-4.6% | $4,212+15.9% |
| Admin fee / account holder | $7,205 | $7,222-0.2% | $8,919-19.2% | $7,344-1.9% |