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 | $85,891 | $77,899+10.3% | $149,673-42.6% | $75,163+14.3% |
| Participation rate | 67.9% | 65.6%+2.3pp | 78.8%-10.9pp | 67.2%+0.7pp |
| Annual return | 19.44% | 31.72%-12.3pp | 134.42%-115.0pp | 160.62%-141.2pp |
| Employer contribution / active EE | $1,498 | $3,137-52.2% | $4,818-68.9% | $2,670-43.9% |
| Participant deferral / active EE | $1,701 | $3,411-50.1% | $5,680-70.1% | $4,125-58.8% |
| Admin fee / account holder | $1,973 | $5,956-66.9% | $13,210-85.1% | $5,651-65.1% |