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 | $101,805 | $89,753+13.4% | $107,525-5.3% | $84,808+20.0% |
| Participation rate | 59.3% | 68.1%-8.8pp | 75.1%-15.8pp | 68.3%-9.1pp |
| Annual return | 14.92% | 29.48%-14.6pp | 181.32%-166.4pp | 40.90%-26.0pp |
| Employer contribution / active EE | $1,276 | $3,113-59.0% | $3,754-66.0% | $2,631-51.5% |
| Participant deferral / active EE | $3,044 | $4,056-25.0% | $5,116-40.5% | $4,212-27.7% |
| Admin fee / account holder | $5,326 | $7,222-26.3% | $8,919-40.3% | $7,344-27.5% |