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 | $100,701 | $89,753+12.2% | $107,525-6.3% | $84,808+18.7% |
| Participation rate | 69.0% | 68.1%+0.9pp | 75.1%-6.1pp | 68.3%+0.7pp |
| Annual return | 15.88% | 29.48%-13.6pp | 181.32%-165.4pp | 40.90%-25.0pp |
| Employer contribution / active EE | $2,385 | $3,113-23.4% | $3,754-36.5% | $2,631-9.3% |
| Participant deferral / active EE | $4,204 | $4,056+3.6% | $5,116-17.8% | $4,212-0.2% |
| Admin fee / account holder | $36,585 | $7,222+406.6% | $8,919+310.2% | $7,344+398.2% |