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 | $92,956 | $72,277+28.6% | $101,248-8.2% | $79,858+16.4% |
| Participation rate | 60.7% | 68.5%-7.8pp | 75.8%-15.1pp | 69.6%-9.0pp |
| Annual return | 17.29% | 22.30%-5.0pp | 46.47%-29.2pp | 31.71%-14.4pp |
| Employer contribution / active EE | $2,898 | $2,692+7.7% | $3,660-20.8% | $2,471+17.3% |
| Participant deferral / active EE | $3,378 | $3,282+2.9% | $4,370-22.7% | $3,740-9.7% |
| Admin fee / account holder | $2,134 | $4,400-51.5% | $5,945-64.1% | $5,306-59.8% |