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 | $77,818 | $86,944-10.5% | $107,525-27.6% | $74,304+4.7% |
| Participation rate | 55.1% | 59.6%-4.5pp | 75.1%-20.0pp | 60.3%-5.3pp |
| Annual return | 15.04% | 23.52%-8.5pp | 181.32%-166.3pp | 29.43%-14.4pp |
| Employer contribution / active EE | $1,566 | $2,757-43.2% | $3,754-58.3% | $2,241-30.1% |
| Participant deferral / active EE | $2,784 | $3,554-21.7% | $5,116-45.6% | $3,767-26.1% |
| Admin fee / account holder | $3,079 | $3,727-17.4% | $8,919-65.5% | $2,969+3.7% |