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 | $109,710 | $100,923+8.7% | $150,045-26.9% | $74,304+47.6% |
| Participation rate | 59.5% | 70.1%-10.5pp | 82.3%-22.8pp | 60.3%-0.8pp |
| Annual return | 16.53% | 51.77%-35.2pp | 62.55%-46.0pp | 29.43%-12.9pp |
| Employer contribution / active EE | $776 | $3,463-77.6% | $4,693-83.5% | $2,241-65.4% |
| Participant deferral / active EE | $6,517 | $6,709-2.9% | $7,997-18.5% | $3,767+73.0% |
| Admin fee / account holder | $13,370 | $2,767+383.2% | $13,435-0.5% | $2,969+350.3% |