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 | $87,269 | $89,753-2.8% | $107,525-18.8% | $84,808+2.9% |
| Participation rate | 64.7% | 68.1%-3.4pp | 75.1%-10.4pp | 68.3%-3.6pp |
| Annual return | 18.44% | 29.48%-11.0pp | 181.32%-162.9pp | 40.90%-22.5pp |
| Employer contribution / active EE | $2,626 | $3,113-15.7% | $3,754-30.1% | $2,631-0.2% |
| Participant deferral / active EE | $4,964 | $4,056+22.4% | $5,116-3.0% | $4,212+17.9% |
| Admin fee / account holder | $10,773 | $7,222+49.2% | $8,919+20.8% | $7,344+46.7% |