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 | $97,243 | $101,724-4.4% | $164,813-41.0% | $80,856+20.3% |
| Participation rate | 69.0% | 71.8%-2.8pp | 78.6%-9.6pp | 67.6%+1.4pp |
| Annual return | 20.78% | 16.72%+4.1pp | 69.93%-49.2pp | 35.59%-14.8pp |
| Employer contribution / active EE | $2,865 | $2,953-3.0% | $4,341-34.0% | $2,755+4.0% |
| Participant deferral / active EE | $5,787 | $4,477+29.2% | $6,031-4.1% | $4,296+34.7% |
| Admin fee / account holder | $6,660 | $8,227-19.0% | $12,690-47.5% | $6,918-3.7% |