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 | $99,910 | $238,490-58.1% | $180,183-44.6% | $142,382-29.8% |
| Participation rate | 66.7% | 82.3%-15.6pp | 77.4%-10.8pp | 80.1%-13.5pp |
| Annual return | 10.97% | 33.56%-22.6pp | 27.86%-16.9pp | 217.08%-206.1pp |
| Employer contribution / active EE | $2,590 | $6,143-57.8% | $5,039-48.6% | $4,299-39.8% |
| Participant deferral / active EE | $6,545 | $7,996-18.2% | $6,822-4.1% | $6,507+0.6% |
| Admin fee / account holder | $2,027 | $28,866-93.0% | $19,975-89.9% | $12,624-83.9% |