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 | $98,477 | $73,933+33.2% | $96,683+1.9% | $75,163+31.0% |
| Participation rate | 55.3% | 66.4%-11.2pp | 74.3%-19.1pp | 67.2%-11.9pp |
| Annual return | 23.38% | 26.70%-3.3pp | 35.69%-12.3pp | 160.62%-137.2pp |
| Employer contribution / active EE | $975 | $2,928-66.7% | $3,737-73.9% | $2,670-63.5% |
| Participant deferral / active EE | $3,053 | $3,659-16.5% | $4,878-37.4% | $4,125-26.0% |
| Admin fee / account holder | $2,234 | $5,216-57.2% | $6,730-66.8% | $5,651-60.5% |