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 | $114,994 | $99,985+15.0% | $146,665-21.6% | $85,850+33.9% |
| Participation rate | 44.3% | 73.1%-28.7pp | 80.1%-35.8pp | 69.3%-25.0pp |
| Annual return | 15.88% | 18.93%-3.1pp | 22.74%-6.9pp | 318.53%-302.7pp |
| Employer contribution / active EE | $1,130 | $2,559-55.9% | $4,136-72.7% | $2,565-56.0% |
| Participant deferral / active EE | $2,707 | $4,006-32.4% | $5,506-50.8% | $3,952-31.5% |
| Admin fee / account holder | $10,039 | $7,702+30.3% | $10,280-2.3% | $6,260+60.4% |