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 | $88,697 | $89,698-1.1% | $103,476-14.3% | $80,856+9.7% |
| Participation rate | 63.0% | 76.0%-13.0pp | 80.5%-17.5pp | 67.6%-4.7pp |
| Annual return | 14.39% | 22.78%-8.4pp | 23.90%-9.5pp | 35.59%-21.2pp |
| Employer contribution / active EE | $4,728 | $4,018+17.7% | $4,672+1.2% | $2,755+71.6% |
| Participant deferral / active EE | $7,645 | $5,456+40.1% | $6,623+15.4% | $4,296+78.0% |
| Admin fee / account holder | $1,984 | $6,768-70.7% | $9,413-78.9% | $6,918-71.3% |