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 | $120,567 | $89,753+34.3% | $107,525+12.1% | $84,808+42.2% |
| Participation rate | 55.2% | 68.1%-12.9pp | 75.1%-19.9pp | 68.3%-13.1pp |
| Annual return | 17.12% | 29.48%-12.4pp | 181.32%-164.2pp | 40.90%-23.8pp |
| Employer contribution / active EE | $1,577 | $3,113-49.4% | $3,754-58.0% | $2,631-40.1% |
| Participant deferral / active EE | $3,557 | $4,056-12.3% | $5,116-30.5% | $4,212-15.6% |
| Admin fee / account holder | $6,684 | $7,222-7.5% | $8,919-25.1% | $7,344-9.0% |