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 | $118,564 | $109,881+7.9% | $150,045-21.0% | $84,808+39.8% |
| Participation rate | 64.7% | 76.1%-11.4pp | 82.3%-17.6pp | 68.3%-3.6pp |
| Annual return | 20.78% | 28.25%-7.5pp | 62.55%-41.8pp | 40.90%-20.1pp |
| Employer contribution / active EE | $2,775 | $3,561-22.1% | $4,693-40.9% | $2,631+5.5% |
| Participant deferral / active EE | $4,683 | $6,636-29.4% | $7,997-41.4% | $4,212+11.2% |
| Admin fee / account holder | $2,582 | $8,568-69.9% | $13,435-80.8% | $7,344-64.8% |