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 | $101,290 | $89,753+12.9% | $107,525-5.8% | $84,808+19.4% |
| Participation rate | 55.2% | 68.1%-12.9pp | 75.1%-19.9pp | 68.3%-13.1pp |
| Annual return | 23.92% | 29.48%-5.6pp | 181.32%-157.4pp | 40.90%-17.0pp |
| Employer contribution / active EE | $2,426 | $3,113-22.1% | $3,754-35.4% | $2,631-7.8% |
| Participant deferral / active EE | $6,501 | $4,056+60.3% | $5,116+27.1% | $4,212+54.4% |
| Admin fee / account holder | $3,335 | $7,222-53.8% | $8,919-62.6% | $7,344-54.6% |