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 | $91,266 | $89,355+2.1% | $141,162-35.3% | $72,985+25.0% |
| Participation rate | 65.8% | 75.1%-9.3pp | 82.5%-16.7pp | 69.5%-3.7pp |
| Annual return | 27.66% | 111.85%-84.2pp | 71.39%-43.7pp | 81.00%-53.3pp |
| Employer contribution / active EE | $3,592 | $3,114+15.3% | $4,735-24.1% | $2,440+47.2% |
| Participant deferral / active EE | $6,526 | $5,418+20.4% | $6,709-2.7% | $3,607+80.9% |
| Admin fee / account holder | $12,211 | $5,958+105.0% | $10,261+19.0% | $5,124+138.3% |