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 | $91,369 | $81,460+12.2% | $103,333-11.6% | $80,856+13.0% |
| Participation rate | 51.6% | 66.8%-15.2pp | 74.5%-22.9pp | 67.6%-16.0pp |
| Annual return | 12.24% | 25.55%-13.3pp | 24.88%-12.6pp | 35.59%-23.4pp |
| Employer contribution / active EE | $1,152 | $3,105-62.9% | $3,868-70.2% | $2,755-58.2% |
| Participant deferral / active EE | $2,471 | $3,869-36.1% | $5,057-51.1% | $4,296-42.5% |
| Admin fee / account holder | $1,668 | $6,566-74.6% | $8,355-80.0% | $6,918-75.9% |