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 | $87,373 | $65,041+34.3% | $90,951-3.9% | $79,858+9.4% |
| Participation rate | 58.3% | 61.6%-3.3pp | 69.0%-10.7pp | 69.6%-11.3pp |
| Annual return | 21.18% | 30.45%-9.3pp | 134.60%-113.4pp | 31.71%-10.5pp |
| Employer contribution / active EE | $1,523 | $1,247+22.1% | $2,122-28.2% | $2,471-38.4% |
| Participant deferral / active EE | $3,134 | $2,512+24.8% | $3,373-7.1% | $3,740-16.2% |
| Admin fee / account holder | $936 | $4,536-79.4% | $5,959-84.3% | $5,306-82.4% |