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 | $95,503 | $94,625+0.9% | $116,228-17.8% | $84,808+12.6% |
| Participation rate | 53.8% | 70.4%-16.6pp | 74.6%-20.7pp | 68.3%-14.5pp |
| Annual return | 39.07% | 20.40%+18.7pp | 90.06%-51.0pp | 40.90%-1.8pp |
| Employer contribution / active EE | $928 | $2,347-60.4% | $2,994-69.0% | $2,631-64.7% |
| Participant deferral / active EE | $1,829 | $3,972-54.0% | $4,953-63.1% | $4,212-56.6% |
| Admin fee / account holder | $6,806 | $10,091-32.6% | $11,989-43.2% | $7,344-7.3% |