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 | $94,865 | $80,717+17.5% | $154,803-38.7% | $84,808+11.9% |
| Participation rate | 61.5% | 66.8%-5.3pp | 78.1%-16.5pp | 68.3%-6.8pp |
| Annual return | 59.86% | 37.96%+21.9pp | 58.88%+1.0pp | 40.90%+19.0pp |
| Employer contribution / active EE | $2,865 | $2,761+3.8% | $4,305-33.5% | $2,631+8.9% |
| Participant deferral / active EE | $2,865 | $3,303-13.3% | $5,540-48.3% | $4,212-32.0% |
| Admin fee / account holder | $867 | $6,746-87.1% | $14,329-93.9% | $7,344-88.2% |