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 | $91,907 | $93,571-1.8% | $135,903-32.4% | $75,163+22.3% |
| Participation rate | 55.9% | 75.2%-19.3pp | 81.9%-26.0pp | 67.2%-11.3pp |
| Annual return | 20.26% | 30.90%-10.6pp | 68.23%-48.0pp | 160.62%-140.4pp |
| Employer contribution / active EE | $1,735 | $3,537-50.9% | $4,856-64.3% | $2,670-35.0% |
| Participant deferral / active EE | $4,057 | $6,404-36.7% | $7,758-47.7% | $4,125-1.7% |
| Admin fee / account holder | $2,938 | $6,975-57.9% | $10,762-72.7% | $5,651-48.0% |