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 | $96,914 | $107,452-9.8% | $91,541+5.9% | $142,382-31.9% |
| Participation rate | 57.1% | 75.1%-17.9pp | 69.8%-12.6pp | 80.1%-23.0pp |
| Annual return | 16.12% | 22.06%-5.9pp | 20.50%-4.4pp | 217.08%-201.0pp |
| Employer contribution / active EE | $8,603 | $2,994+187.3% | $2,505+243.5% | $4,299+100.1% |
| Participant deferral / active EE | $6,416 | $4,754+34.9% | $4,008+60.1% | $6,507-1.4% |
| Admin fee / account holder | $9,529 | $8,834+7.9% | $6,956+37.0% | $12,624-24.5% |