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 | $93,986 | $78,672+19.5% | $109,143-13.9% | $85,850+9.5% |
| Participation rate | 64.7% | 68.3%-3.6pp | 75.9%-11.2pp | 69.3%-4.6pp |
| Annual return | 11.39% | 25.09%-13.7pp | 25.75%-14.4pp | 318.53%-307.1pp |
| Employer contribution / active EE | $1,654 | $2,735-39.5% | $3,722-55.6% | $2,565-35.5% |
| Participant deferral / active EE | $4,807 | $3,467+38.6% | $4,653+3.3% | $3,952+21.6% |
| Admin fee / account holder | $4,438 | $5,469-18.8% | $6,752-34.3% | $6,260-29.1% |