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 | $90,654 | $87,013+4.2% | $106,213-14.6% | $80,856+12.1% |
| Participation rate | 68.6% | 70.4%-1.9pp | 75.3%-6.7pp | 67.6%+0.9pp |
| Annual return | 11.53% | 17.05%-5.5pp | 116.14%-104.6pp | 35.59%-24.1pp |
| Employer contribution / active EE | $1,717 | $2,395-28.3% | $3,171-45.9% | $2,755-37.7% |
| Participant deferral / active EE | $3,070 | $3,986-23.0% | $5,016-38.8% | $4,296-28.5% |
| Admin fee / account holder | $3,420 | $8,431-59.4% | $11,033-69.0% | $6,918-50.6% |