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 | $112,913 | $95,803+17.9% | $113,168-0.2% | $84,808+33.1% |
| Participation rate | 65.3% | 72.9%-7.6pp | 76.6%-11.3pp | 68.3%-3.0pp |
| Annual return | 15.11% | 25.00%-9.9pp | 24.27%-9.2pp | 40.90%-25.8pp |
| Employer contribution / active EE | $729 | $2,360-69.1% | $2,975-75.5% | $2,631-72.3% |
| Participant deferral / active EE | $2,917 | $4,242-31.2% | $5,107-42.9% | $4,212-30.7% |
| Admin fee / account holder | $941 | $8,989-89.5% | $12,068-92.2% | $7,344-87.2% |