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 | $85,238 | $89,753-5.0% | $107,525-20.7% | $84,808+0.5% |
| Participation rate | 55.3% | 68.1%-12.7pp | 75.1%-19.8pp | 68.3%-13.0pp |
| Annual return | 14.37% | 29.48%-15.1pp | 181.32%-166.9pp | 40.90%-26.5pp |
| Employer contribution / active EE | $2,086 | $3,113-33.0% | $3,754-44.4% | $2,631-20.7% |
| Participant deferral / active EE | $3,180 | $4,056-21.6% | $5,116-37.8% | $4,212-24.5% |
| Admin fee / account holder | $4,362 | $7,222-39.6% | $8,919-51.1% | $7,344-40.6% |