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 | $96,456 | $80,717+19.5% | $154,803-37.7% | $84,808+13.7% |
| Participation rate | 67.1% | 66.8%+0.3pp | 78.1%-11.0pp | 68.3%-1.2pp |
| Annual return | 14.27% | 37.96%-23.7pp | 58.88%-44.6pp | 40.90%-26.6pp |
| Employer contribution / active EE | $1,985 | $2,761-28.1% | $4,305-53.9% | $2,631-24.6% |
| Participant deferral / active EE | $4,551 | $3,303+37.8% | $5,540-17.9% | $4,212+8.1% |
| Admin fee / account holder | $22,685 | $6,746+236.3% | $14,329+58.3% | $7,344+208.9% |