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 | $88,347 | $70,428+25.4% | $96,562-8.5% | $85,850+2.9% |
| Participation rate | 54.2% | 61.8%-7.6pp | 69.8%-15.6pp | 69.3%-15.1pp |
| Annual return | 21.29% | 18.59%+2.7pp | 37.78%-16.5pp | 318.53%-297.2pp |
| Employer contribution / active EE | $1,245 | $1,413-11.9% | $2,356-47.2% | $2,565-51.5% |
| Participant deferral / active EE | $3,828 | $2,894+32.3% | $3,849-0.5% | $3,952-3.1% |
| Admin fee / account holder | $16,894 | $4,997+238.1% | $6,181+173.3% | $6,260+169.9% |