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 | $92,427 | $86,944+6.3% | $107,525-14.0% | $74,304+24.4% |
| Participation rate | 57.4% | 59.6%-2.2pp | 75.1%-17.7pp | 60.3%-3.0pp |
| Annual return | 20.86% | 23.52%-2.7pp | 181.32%-160.5pp | 29.43%-8.6pp |
| Employer contribution / active EE | $3,113 | $2,757+12.9% | $3,754-17.1% | $2,241+38.9% |
| Participant deferral / active EE | $5,917 | $3,554+66.5% | $5,116+15.7% | $3,767+57.1% |
| Admin fee / account holder | $4,641 | $3,727+24.5% | $8,919-48.0% | $2,969+56.3% |