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 | $95,779 | $69,977+36.9% | $108,579-11.8% | $62,891+52.3% |
| Participation rate | 67.5% | 72.9%-5.4pp | 79.6%-12.1pp | 69.3%-1.8pp |
| Annual return | 6.69% | 10.73%-4.0pp | -51.70%+58.4pp | 20.14%-13.5pp |
| Employer contribution / active EE | $3,336 | $2,135+56.2% | $3,758-11.2% | $2,281+46.2% |
| Participant deferral / active EE | $6,446 | $3,165+103.7% | $4,311+49.5% | $3,203+101.2% |
| Admin fee / account holder | $3,118 | $5,076-38.6% | $7,645-59.2% | $4,296-27.4% |