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 | $97,498 | $88,083+10.7% | $164,813-40.8% | $74,495+30.9% |
| Participation rate | 61.8% | 73.0%-11.3pp | 78.6%-16.8pp | 67.2%-5.4pp |
| Annual return | 12.53% | 17.26%-4.7pp | 69.93%-57.4pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $2,469 | $2,593-4.8% | $4,341-43.1% | $2,623-5.9% |
| Participant deferral / active EE | $5,660 | $4,498+25.8% | $6,031-6.2% | $4,346+30.2% |
| Admin fee / account holder | $7,407 | $2,234+231.6% | $12,690-41.6% | $1,942+281.5% |