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 | $80,988 | $89,753-9.8% | $107,525-24.7% | $84,808-4.5% |
| Participation rate | 66.7% | 68.1%-1.4pp | 75.1%-8.4pp | 68.3%-1.6pp |
| Annual return | 20.13% | 29.48%-9.3pp | 181.32%-161.2pp | 40.90%-20.8pp |
| Employer contribution / active EE | $2,297 | $3,113-26.2% | $3,754-38.8% | $2,631-12.7% |
| Participant deferral / active EE | $5,034 | $4,056+24.1% | $5,116-1.6% | $4,212+19.5% |
| Admin fee / account holder | $1,035 | $7,222-85.7% | $8,919-88.4% | $7,344-85.9% |