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 | $101,462 | $86,286+17.6% | $111,297-8.8% | $85,850+18.2% |
| Participation rate | 61.3% | 73.3%-12.0pp | 77.3%-16.0pp | 69.3%-8.0pp |
| Annual return | 15.80% | 19.99%-4.2pp | 54.65%-38.9pp | 318.53%-302.7pp |
| Employer contribution / active EE | $2,225 | $2,043+8.9% | $2,731-18.5% | $2,565-13.3% |
| Participant deferral / active EE | $3,738 | $3,641+2.7% | $4,487-16.7% | $3,952-5.4% |
| Admin fee / account holder | $9,108 | $8,188+11.2% | $7,964+14.4% | $6,260+45.5% |