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 | $88,891 | $93,571-5.0% | $135,903-34.6% | $75,163+18.3% |
| Participation rate | 54.7% | 75.2%-20.5pp | 81.9%-27.2pp | 67.2%-12.5pp |
| Annual return | 20.61% | 30.90%-10.3pp | 68.23%-47.6pp | 160.62%-140.0pp |
| Employer contribution / active EE | $1,939 | $3,537-45.2% | $4,856-60.1% | $2,670-27.4% |
| Participant deferral / active EE | $3,226 | $6,404-49.6% | $7,758-58.4% | $4,125-21.8% |
| Admin fee / account holder | $10,079 | $6,975+44.5% | $10,762-6.3% | $5,651+78.4% |