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 | $80,461 | $70,428+14.2% | $96,562-16.7% | $85,850-6.3% |
| Participation rate | 59.5% | 61.8%-2.3pp | 69.8%-10.4pp | 69.3%-9.9pp |
| Annual return | 15.53% | 18.59%-3.1pp | 37.78%-22.3pp | 318.53%-303.0pp |
| Employer contribution / active EE | $913 | $1,413-35.4% | $2,356-61.2% | $2,565-64.4% |
| Participant deferral / active EE | $8,906 | $2,894+207.8% | $3,849+131.4% | $3,952+125.4% |
| Admin fee / account holder | $4,780 | $4,997-4.3% | $6,181-22.7% | $6,260-23.6% |