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 | $88,102 | $80,968+8.8% | $96,544-8.7% | $75,163+17.2% |
| Participation rate | 65.2% | 71.8%-6.5pp | 76.0%-10.7pp | 67.2%-2.0pp |
| Annual return | 15.42% | 27.06%-11.6pp | 25.84%-10.4pp | 160.62%-145.2pp |
| Employer contribution / active EE | $1,331 | $2,282-41.7% | $2,965-55.1% | $2,670-50.1% |
| Participant deferral / active EE | $2,032 | $3,928-48.3% | $4,851-58.1% | $4,125-50.8% |
| Admin fee / account holder | $10,461 | $6,724+55.6% | $8,252+26.8% | $5,651+85.1% |