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 | $102,480 | $89,753+14.2% | $107,525-4.7% | $84,808+20.8% |
| Participation rate | 52.6% | 68.1%-15.4pp | 75.1%-22.4pp | 68.3%-15.7pp |
| Annual return | 17.45% | 29.48%-12.0pp | 181.32%-163.9pp | 40.90%-23.4pp |
| Employer contribution / active EE | $1,654 | $3,113-46.9% | $3,754-55.9% | $2,631-37.1% |
| Participant deferral / active EE | $3,126 | $4,056-22.9% | $5,116-38.9% | $4,212-25.8% |
| Admin fee / account holder | $1,189 | $7,222-83.5% | $8,919-86.7% | $7,344-83.8% |