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 | $111,521 | $117,983-5.5% | $101,794+9.6% | $142,382-21.7% |
| Participation rate | 63.2% | 74.2%-11.1pp | 69.2%-6.0pp | 80.1%-17.0pp |
| Annual return | 13.17% | 36.92%-23.8pp | 30.53%-17.4pp | 217.08%-203.9pp |
| Employer contribution / active EE | $570 | $2,773-79.5% | $2,289-75.1% | $4,299-86.8% |
| Participant deferral / active EE | $2,986 | $4,714-36.7% | $4,084-26.9% | $6,507-54.1% |
| Admin fee / account holder | $2,833 | $10,433-72.8% | $8,777-67.7% | $12,624-77.6% |