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 | $91,391 | $125,758-27.3% | $169,993-46.2% | $75,163+21.6% |
| Participation rate | 65.5% | 83.6%-18.1pp | 87.0%-21.5pp | 67.2%-1.7pp |
| Annual return | 16.89% | 27.20%-10.3pp | 53.37%-36.5pp | 160.62%-143.7pp |
| Employer contribution / active EE | $2,580 | $4,615-44.1% | $6,785-62.0% | $2,670-3.4% |
| Participant deferral / active EE | $5,157 | $6,837-24.6% | $10,408-50.5% | $4,125+25.0% |
| Admin fee / account holder | $6,615 | $8,173-19.1% | $12,815-48.4% | $5,651+17.1% |