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 | $97,722 | $78,103+25.1% | $289,028-66.2% | $116,875-16.4% |
| Participation rate | 65.6% | 69.5%-3.9pp | 78.0%-12.3pp | 74.5%-8.9pp |
| Annual return | 25.43% | 15.26%+10.2pp | 243.94%-218.5pp | 16.29%+9.1pp |
| Employer contribution / active EE | $1,924 | $2,718-29.2% | $6,326-69.6% | $3,288-41.5% |
| Participant deferral / active EE | $4,484 | $2,921+53.5% | $4,804-6.7% | $3,885+15.4% |
| Admin fee / account holder | $1,660 | $8,683-80.9% | $14,050-88.2% | $12,263-86.5% |