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 | $87,610 | $77,899+12.5% | $149,673-41.5% | $75,163+16.6% |
| Participation rate | 58.0% | 65.6%-7.6pp | 78.8%-20.8pp | 67.2%-9.2pp |
| Annual return | 17.44% | 31.72%-14.3pp | 134.42%-117.0pp | 160.62%-143.2pp |
| Employer contribution / active EE | $2,692 | $3,137-14.2% | $4,818-44.1% | $2,670+0.8% |
| Participant deferral / active EE | $4,482 | $3,411+31.4% | $5,680-21.1% | $4,125+8.7% |
| Admin fee / account holder | $4,779 | $5,956-19.8% | $13,210-63.8% | $5,651-15.4% |