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 | $106,686 | $93,571+14.0% | $135,903-21.5% | $75,163+41.9% |
| Participation rate | 67.3% | 75.2%-7.8pp | 81.9%-14.6pp | 67.2%+0.2pp |
| Annual return | 24.47% | 30.90%-6.4pp | 68.23%-43.8pp | 160.62%-136.1pp |
| Employer contribution / active EE | $2,962 | $3,537-16.3% | $4,856-39.0% | $2,670+10.9% |
| Participant deferral / active EE | $5,907 | $6,404-7.8% | $7,758-23.9% | $4,125+43.2% |
| Admin fee / account holder | $16,137 | $6,975+131.3% | $10,762+49.9% | $5,651+185.6% |