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 8-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 | $102,863 | $89,753+14.6% | $107,525-4.3% | $84,808+21.3% |
| Participation rate | 69.5% | 68.1%+1.4pp | 75.1%-5.6pp | 68.3%+1.2pp |
| Annual return | 14.47% | 29.48%-15.0pp | 181.32%-166.9pp | 40.90%-26.4pp |
| Employer contribution / active EE | $2,277 | $3,113-26.9% | $3,754-39.3% | $2,631-13.5% |
| Participant deferral / active EE | $4,228 | $4,056+4.2% | $5,116-17.3% | $4,212+0.4% |
| Admin fee / account holder | $22,663 | $7,222+213.8% | $8,919+154.1% | $7,344+208.6% |