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 | $96,015 | $89,753+7.0% | $107,525-10.7% | $84,808+13.2% |
| Participation rate | 54.3% | 68.1%-13.8pp | 75.1%-20.8pp | 68.3%-14.0pp |
| Annual return | 39.81% | 29.48%+10.3pp | 181.32%-141.5pp | 40.90%-1.1pp |
| Employer contribution / active EE | $1,840 | $3,113-40.9% | $3,754-51.0% | $2,631-30.0% |
| Participant deferral / active EE | $3,062 | $4,056-24.5% | $5,116-40.2% | $4,212-27.3% |
| Admin fee / account holder | $4,173 | $7,222-42.2% | $8,919-53.2% | $7,344-43.2% |