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 | $91,517 | $89,753+2.0% | $107,525-14.9% | $84,808+7.9% |
| Participation rate | 67.3% | 68.1%-0.8pp | 75.1%-7.8pp | 68.3%-1.0pp |
| Annual return | 20.44% | 29.48%-9.0pp | 181.32%-160.9pp | 40.90%-20.5pp |
| Employer contribution / active EE | $1,388 | $3,113-55.4% | $3,754-63.0% | $2,631-47.3% |
| Participant deferral / active EE | $3,076 | $4,056-24.2% | $5,116-39.9% | $4,212-27.0% |
| Admin fee / account holder | $16,667 | $7,222+130.8% | $8,919+86.9% | $7,344+127.0% |