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 | $101,136 | $89,355+13.2% | $141,162-28.4% | $72,985+38.6% |
| Participation rate | 64.5% | 75.1%-10.6pp | 82.5%-18.0pp | 69.5%-5.0pp |
| Annual return | 20.24% | 111.85%-91.6pp | 71.39%-51.2pp | 81.00%-60.8pp |
| Employer contribution / active EE | $1,205 | $3,114-61.3% | $4,735-74.5% | $2,440-50.6% |
| Participant deferral / active EE | $3,302 | $5,418-39.1% | $6,709-50.8% | $3,607-8.5% |
| Admin fee / account holder | $1,016 | $5,958-82.9% | $10,261-90.1% | $5,124-80.2% |