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 9-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 | $98,614 | $89,753+9.9% | $107,525-8.3% | $84,808+16.3% |
| Participation rate | 66.3% | 68.1%-1.8pp | 75.1%-8.8pp | 68.3%-2.1pp |
| Annual return | 13.80% | 29.48%-15.7pp | 181.32%-167.5pp | 40.90%-27.1pp |
| Employer contribution / active EE | $3,480 | $3,113+11.8% | $3,754-7.3% | $2,631+32.3% |
| Participant deferral / active EE | $7,829 | $4,056+93.0% | $5,116+53.0% | $4,212+85.9% |
| Admin fee / account holder | $3,584 | $7,222-50.4% | $8,919-59.8% | $7,344-51.2% |