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 | $92,717 | $70,428+31.6% | $96,562-4.0% | $85,850+8.0% |
| Participation rate | 52.5% | 61.8%-9.3pp | 69.8%-17.3pp | 69.3%-16.8pp |
| Annual return | 18.32% | 18.59%-0.3pp | 37.78%-19.5pp | 318.53%-300.2pp |
| Employer contribution / active EE | $2,193 | $1,413+55.2% | $2,356-6.9% | $2,565-14.5% |
| Participant deferral / active EE | $4,254 | $2,894+47.0% | $3,849+10.5% | $3,952+7.7% |
| Admin fee / account holder | $16,395 | $4,997+228.1% | $6,181+165.3% | $6,260+161.9% |