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 | $103,352 | $89,753+15.2% | $107,525-3.9% | $84,808+21.9% |
| Participation rate | 55.0% | 68.1%-13.1pp | 75.1%-20.1pp | 68.3%-13.3pp |
| Annual return | 14.56% | 29.48%-14.9pp | 181.32%-166.8pp | 40.90%-26.3pp |
| Employer contribution / active EE | $2,401 | $3,113-22.9% | $3,754-36.0% | $2,631-8.7% |
| Participant deferral / active EE | $4,722 | $4,056+16.4% | $5,116-7.7% | $4,212+12.1% |
| Admin fee / account holder | $11,127 | $7,222+54.1% | $8,919+24.8% | $7,344+51.5% |