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 | $88,659 | $100,901-12.1% | $75,670+17.2% | $147,584-39.9% |
| Participation rate | 60.0% | 77.1%-17.1pp | 72.3%-12.3pp | 82.8%-22.8pp |
| Annual return | 23.63% | 35.78%-12.2pp | 27.34%-3.7pp | 578.55%-554.9pp |
| Employer contribution / active EE | $2,583 | $3,253-20.6% | $2,352+9.8% | $4,876-47.0% |
| Participant deferral / active EE | $3,228 | $4,027-19.8% | $3,142+2.7% | $5,439-40.6% |
| Admin fee / account holder | $1,281 | $11,285-88.7% | $5,800-77.9% | $10,885-88.2% |