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 | $91,689 | $80,724+13.6% | $103,333-11.3% | $74,495+23.1% |
| Participation rate | 35.5% | 65.7%-30.2pp | 74.5%-39.0pp | 67.2%-31.7pp |
| Annual return | 14.68% | 27.56%-12.9pp | 24.88%-10.2pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $1,443 | $3,157-54.3% | $3,868-62.7% | $2,623-45.0% |
| Participant deferral / active EE | $2,573 | $3,860-33.4% | $5,057-49.1% | $4,346-40.8% |
| Admin fee / account holder | $2,626 | $2,368+10.9% | $8,355-68.6% | $1,942+35.2% |