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 | $78,987 | $77,899+1.4% | $149,673-47.2% | $75,163+5.1% |
| Participation rate | 56.9% | 65.6%-8.7pp | 78.8%-21.8pp | 67.2%-10.3pp |
| Annual return | 14.74% | 31.72%-17.0pp | 134.42%-119.7pp | 160.62%-145.9pp |
| Employer contribution / active EE | $3,396 | $3,137+8.2% | $4,818-29.5% | $2,670+27.2% |
| Participant deferral / active EE | $2,157 | $3,411-36.8% | $5,680-62.0% | $4,125-47.7% |
| Admin fee / account holder | $1,011 | $5,956-83.0% | $13,210-92.3% | $5,651-82.1% |