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 | $86,920 | $81,248+7.0% | $155,509-44.1% | $80,856+7.5% |
| Participation rate | 64.4% | 66.2%-1.8pp | 78.2%-13.7pp | 67.6%-3.2pp |
| Annual return | 16.88% | 33.31%-16.4pp | 64.67%-47.8pp | 35.59%-18.7pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,286 | $3,452+24.2% | $5,626-23.8% | $4,296-0.2% |
| Admin fee / account holder | $7,714 | $7,997-3.5% | $15,912-51.5% | $6,918+11.5% |