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 | $89,740 | $101,724-11.8% | $164,813-45.6% | $80,856+11.0% |
| Participation rate | 68.1% | 71.8%-3.7pp | 78.6%-10.5pp | 67.6%+0.4pp |
| Annual return | 16.36% | 16.72%-0.4pp | 69.93%-53.6pp | 35.59%-19.2pp |
| Employer contribution / active EE | $2,593 | $2,953-12.2% | $4,341-40.3% | $2,755-5.9% |
| Participant deferral / active EE | $5,518 | $4,477+23.2% | $6,031-8.5% | $4,296+28.4% |
| Admin fee / account holder | $33,353 | $8,227+305.4% | $12,690+162.8% | $6,918+382.1% |