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 | $88,415 | $78,422+12.7% | $95,952-7.9% | $79,858+10.7% |
| Participation rate | 67.6% | 73.5%-5.8pp | 77.1%-9.4pp | 69.6%-2.0pp |
| Annual return | 16.46% | 19.37%-2.9pp | 91.61%-75.2pp | 31.71%-15.3pp |
| Employer contribution / active EE | $783 | $1,945-59.7% | $2,541-69.2% | $2,471-68.3% |
| Participant deferral / active EE | $3,133 | $3,440-8.9% | $4,167-24.8% | $3,740-16.2% |
| Admin fee / account holder | $2,226 | $5,622-60.4% | $6,795-67.2% | $5,306-58.1% |