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 | $91,857 | $89,753+2.3% | $107,525-14.6% | $84,808+8.3% |
| Participation rate | 62.9% | 68.1%-5.2pp | 75.1%-12.2pp | 68.3%-5.5pp |
| Annual return | 14.25% | 29.48%-15.2pp | 181.32%-167.1pp | 40.90%-26.6pp |
| Employer contribution / active EE | $2,130 | $3,113-31.6% | $3,754-43.2% | $2,631-19.0% |
| Participant deferral / active EE | $5,372 | $4,056+32.4% | $5,116+5.0% | $4,212+27.6% |
| Admin fee / account holder | $3,347 | $7,222-53.7% | $8,919-62.5% | $7,344-54.4% |