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 | $90,418 | $89,355+1.2% | $141,162-35.9% | $72,985+23.9% |
| Participation rate | 67.9% | 75.1%-7.3pp | 82.5%-14.6pp | 69.5%-1.6pp |
| Annual return | 21.96% | 111.85%-89.9pp | 71.39%-49.4pp | 81.00%-59.0pp |
| Employer contribution / active EE | $1,051 | $3,114-66.3% | $4,735-77.8% | $2,440-56.9% |
| Participant deferral / active EE | $3,641 | $5,418-32.8% | $6,709-45.7% | $3,607+0.9% |
| Admin fee / account holder | $2,891 | $5,958-51.5% | $10,261-71.8% | $5,124-43.6% |