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 | $87,450 | $70,428+24.2% | $96,562-9.4% | $85,850+1.9% |
| Participation rate | 58.7% | 61.8%-3.1pp | 69.8%-11.1pp | 69.3%-10.6pp |
| Annual return | 14.21% | 18.59%-4.4pp | 37.78%-23.6pp | 318.53%-304.3pp |
| Employer contribution / active EE | $2,823 | $1,413+99.8% | $2,356+19.8% | $2,565+10.1% |
| Participant deferral / active EE | $5,290 | $2,894+82.8% | $3,849+37.4% | $3,952+33.9% |
| Admin fee / account holder | $5,482 | $4,997+9.7% | $6,181-11.3% | $6,260-12.4% |