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 | $94,034 | $89,753+4.8% | $107,525-12.5% | $84,808+10.9% |
| Participation rate | 69.0% | 68.1%+1.0pp | 75.1%-6.0pp | 68.3%+0.7pp |
| Annual return | 16.92% | 29.48%-12.6pp | 181.32%-164.4pp | 40.90%-24.0pp |
| Employer contribution / active EE | $2,345 | $3,113-24.7% | $3,754-37.5% | $2,631-10.9% |
| Participant deferral / active EE | $6,898 | $4,056+70.1% | $5,116+34.8% | $4,212+63.8% |
| Admin fee / account holder | $10,272 | $7,222+42.2% | $8,919+15.2% | $7,344+39.9% |