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 | $82,216 | $93,571-12.1% | $135,903-39.5% | $75,163+9.4% |
| Participation rate | 48.6% | 75.2%-26.6pp | 81.9%-33.3pp | 67.2%-18.6pp |
| Annual return | 19.59% | 30.90%-11.3pp | 68.23%-48.6pp | 160.62%-141.0pp |
| Employer contribution / active EE | $1,899 | $3,537-46.3% | $4,856-60.9% | $2,670-28.9% |
| Participant deferral / active EE | $5,272 | $6,404-17.7% | $7,758-32.0% | $4,125+27.8% |
| Admin fee / account holder | $7,106 | $6,975+1.9% | $10,762-34.0% | $5,651+25.8% |