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 | $92,761 | $81,248+14.2% | $155,509-40.4% | $80,856+14.7% |
| Participation rate | 54.8% | 66.2%-11.4pp | 78.2%-23.3pp | 67.6%-12.8pp |
| Annual return | 11.70% | 33.31%-21.6pp | 64.67%-53.0pp | 35.59%-23.9pp |
| Employer contribution / active EE | $1,823 | $3,100-41.2% | $4,672-61.0% | $2,755-33.8% |
| Participant deferral / active EE | $5,236 | $3,452+51.7% | $5,626-6.9% | $4,296+21.9% |
| Admin fee / account holder | $8,958 | $7,997+12.0% | $15,912-43.7% | $6,918+29.5% |