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 | $85,413 | $72,277+18.2% | $101,248-15.6% | $79,858+7.0% |
| Participation rate | 55.6% | 68.5%-12.9pp | 75.8%-20.3pp | 69.6%-14.1pp |
| Annual return | 15.76% | 22.30%-6.5pp | 46.47%-30.7pp | 31.71%-16.0pp |
| Employer contribution / active EE | $2,263 | $2,692-15.9% | $3,660-38.2% | $2,471-8.4% |
| Participant deferral / active EE | $4,644 | $3,282+41.5% | $4,370+6.3% | $3,740+24.2% |
| Admin fee / account holder | $6,274 | $4,400+42.6% | $5,945+5.5% | $5,306+18.2% |