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 | $98,252 | $93,571+5.0% | $135,903-27.7% | $75,163+30.7% |
| Participation rate | 67.3% | 75.2%-7.9pp | 81.9%-14.6pp | 67.2%+0.1pp |
| Annual return | 17.96% | 30.90%-12.9pp | 68.23%-50.3pp | 160.62%-142.7pp |
| Employer contribution / active EE | $2,128 | $3,537-39.8% | $4,856-56.2% | $2,670-20.3% |
| Participant deferral / active EE | $5,693 | $6,404-11.1% | $7,758-26.6% | $4,125+38.0% |
| Admin fee / account holder | $14,896 | $6,975+113.5% | $10,762+38.4% | $5,651+163.6% |