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 | $96,280 | $86,944+10.7% | $107,525-10.5% | $74,304+29.6% |
| Participation rate | 60.0% | 59.6%+0.4pp | 75.1%-15.1pp | 60.3%-0.3pp |
| Annual return | 16.71% | 23.52%-6.8pp | 181.32%-164.6pp | 29.43%-12.7pp |
| Employer contribution / active EE | $1,547 | $2,757-43.9% | $3,754-58.8% | $2,241-31.0% |
| Participant deferral / active EE | $4,186 | $3,554+17.8% | $5,116-18.2% | $3,767+11.1% |
| Admin fee / account holder | $5,245 | $3,727+40.7% | $8,919-41.2% | $2,969+76.7% |