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 7-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 | $88,831 | $80,673+10.1% | $101,326-12.3% | $84,808+4.7% |
| Participation rate | 58.2% | 77.8%-19.6pp | 81.5%-23.3pp | 68.3%-10.1pp |
| Annual return | 18.66% | 38.95%-20.3pp | 36.82%-18.2pp | 40.90%-22.2pp |
| Employer contribution / active EE | $2,632 | $2,698-2.4% | $3,665-28.2% | $2,6310% |
| Participant deferral / active EE | $4,993 | $6,840-27.0% | $7,994-37.5% | $4,212+18.6% |
| Admin fee / account holder | $15,446 | $12,784+20.8% | $11,185+38.1% | $7,344+110.3% |