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 6-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 | $87,998 | $89,753-2.0% | $107,525-18.2% | $84,808+3.8% |
| Participation rate | 59.5% | 68.1%-8.6pp | 75.1%-15.6pp | 68.3%-8.9pp |
| Annual return | 22.70% | 29.48%-6.8pp | 181.32%-158.6pp | 40.90%-18.2pp |
| Employer contribution / active EE | $1,554 | $3,113-50.1% | $3,754-58.6% | $2,631-40.9% |
| Participant deferral / active EE | $5,820 | $4,056+43.5% | $5,116+13.8% | $4,212+38.2% |
| Admin fee / account holder | $5,995 | $7,222-17.0% | $8,919-32.8% | $7,344-18.4% |