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 | $90,033 | $81,248+10.8% | $155,509-42.1% | $80,856+11.3% |
| Participation rate | 65.4% | 66.2%-0.8pp | 78.2%-12.8pp | 67.6%-2.3pp |
| Annual return | 10.96% | 33.31%-22.4pp | 64.67%-53.7pp | 35.59%-24.6pp |
| Employer contribution / active EE | $1,299 | $3,100-58.1% | $4,672-72.2% | $2,755-52.8% |
| Participant deferral / active EE | $3,566 | $3,452+3.3% | $5,626-36.6% | $4,296-17.0% |
| Admin fee / account holder | $979 | $7,997-87.8% | $15,912-93.8% | $6,918-85.8% |