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 | $89,365 | $81,248+10.0% | $155,509-42.5% | $80,856+10.5% |
| Participation rate | 65.6% | 66.2%-0.6pp | 78.2%-12.6pp | 67.6%-2.0pp |
| Annual return | 14.94% | 33.31%-18.4pp | 64.67%-49.7pp | 35.59%-20.7pp |
| Employer contribution / active EE | $3,396 | $3,100+9.5% | $4,672-27.3% | $2,755+23.3% |
| Participant deferral / active EE | $3,133 | $3,452-9.2% | $5,626-44.3% | $4,296-27.1% |
| Admin fee / account holder | $6,595 | $7,997-17.5% | $15,912-58.6% | $6,918-4.7% |