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 | $80,984 | $100,923-19.8% | $150,045-46.0% | $74,304+9.0% |
| Participation rate | 65.9% | 70.1%-4.2pp | 82.3%-16.5pp | 60.3%+5.5pp |
| Annual return | 15.81% | 51.77%-36.0pp | 62.55%-46.7pp | 29.43%-13.6pp |
| Employer contribution / active EE | $2,850 | $3,463-17.7% | $4,693-39.3% | $2,241+27.2% |
| Participant deferral / active EE | $3,463 | $6,709-48.4% | $7,997-56.7% | $3,767-8.1% |
| Admin fee / account holder | $1,420 | $2,767-48.7% | $13,435-89.4% | $2,969-52.2% |