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 | $109,094 | $89,753+21.5% | $107,525+1.5% | $84,808+28.6% |
| Participation rate | 69.8% | 68.1%+1.7pp | 75.1%-5.3pp | 68.3%+1.5pp |
| Annual return | 14.85% | 29.48%-14.6pp | 181.32%-166.5pp | 40.90%-26.1pp |
| Employer contribution / active EE | $1,503 | $3,113-51.7% | $3,754-60.0% | $2,631-42.9% |
| Participant deferral / active EE | $3,234 | $4,056-20.3% | $5,116-36.8% | $4,212-23.2% |
| Admin fee / account holder | $6,717 | $7,222-7.0% | $8,919-24.7% | $7,344-8.5% |