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 | $109,999 | $95,803+14.8% | $113,168-2.8% | $84,808+29.7% |
| Participation rate | 60.6% | 72.9%-12.3pp | 76.6%-16.0pp | 68.3%-7.7pp |
| Annual return | 17.05% | 25.00%-8.0pp | 24.27%-7.2pp | 40.90%-23.8pp |
| Employer contribution / active EE | $2,010 | $2,360-14.8% | $2,975-32.4% | $2,631-23.6% |
| Participant deferral / active EE | $3,757 | $4,242-11.4% | $5,107-26.4% | $4,212-10.8% |
| Admin fee / account holder | $3,619 | $8,989-59.7% | $12,068-70.0% | $7,344-50.7% |