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 | $127,584 | $110,261+15.7% | $95,745+33.3% | $139,434-8.5% |
| Participation rate | 66.7% | 75.8%-9.1pp | 72.3%-5.6pp | 80.3%-13.7pp |
| Annual return | 11.85% | 27.11%-15.3pp | 28.35%-16.5pp | 372.94%-361.1pp |
| Employer contribution / active EE | $676 | $3,257-79.3% | $2,835-76.2% | $4,751-85.8% |
| Participant deferral / active EE | $2,496 | $4,676-46.6% | $4,245-41.2% | $6,710-62.8% |
| Admin fee / account holder | $457 | $6,613-93.1% | $5,678-92.0% | $11,403-96.0% |