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 | $104,068 | $93,571+11.2% | $135,903-23.4% | $75,163+38.5% |
| Participation rate | 60.6% | 75.2%-14.6pp | 81.9%-21.3pp | 67.2%-6.6pp |
| Annual return | 28.82% | 30.90%-2.1pp | 68.23%-39.4pp | 160.62%-131.8pp |
| Employer contribution / active EE | $3,525 | $3,537-0.3% | $4,856-27.4% | $2,670+32.0% |
| Participant deferral / active EE | $8,891 | $6,404+38.8% | $7,758+14.6% | $4,125+115.5% |
| Admin fee / account holder | $4,470 | $6,975-35.9% | $10,762-58.5% | $5,651-20.9% |