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 | $101,096 | $70,428+43.5% | $96,562+4.7% | $85,850+17.8% |
| Participation rate | 66.7% | 61.8%+4.9pp | 69.8%-3.1pp | 69.3%-2.6pp |
| Annual return | 12.07% | 18.59%-6.5pp | 37.78%-25.7pp | 318.53%-306.5pp |
| Employer contribution / active EE | $1,101 | $1,413-22.1% | $2,356-53.3% | $2,565-57.1% |
| Participant deferral / active EE | $3,054 | $2,894+5.6% | $3,849-20.6% | $3,952-22.7% |
| Admin fee / account holder | $4,401 | $4,997-11.9% | $6,181-28.8% | $6,260-29.7% |