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 | $80,162 | $78,422+2.2% | $95,952-16.5% | $79,858+0.4% |
| Participation rate | 64.5% | 73.5%-9.0pp | 77.1%-12.6pp | 69.6%-5.1pp |
| Annual return | 14.84% | 19.37%-4.5pp | 91.61%-76.8pp | 31.71%-16.9pp |
| Employer contribution / active EE | $1,993 | $1,945+2.5% | $2,541-21.6% | $2,471-19.3% |
| Participant deferral / active EE | $2,446 | $3,440-28.9% | $4,167-41.3% | $3,740-34.6% |
| Admin fee / account holder | $18,812 | $5,622+234.6% | $6,795+176.8% | $5,306+254.5% |