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 | $87,655 | $70,475+24.4% | $100,516-12.8% | $79,858+9.8% |
| Participation rate | 50.0% | 73.7%-23.7pp | 79.4%-29.4pp | 69.6%-19.6pp |
| Annual return | 20.61% | 21.90%-1.3pp | 30.89%-10.3pp | 31.71%-11.1pp |
| Employer contribution / active EE | $466 | $2,165-78.5% | $3,418-86.4% | $2,471-81.2% |
| Participant deferral / active EE | $4,655 | $5,181-10.1% | $6,270-25.8% | $3,740+24.5% |
| Admin fee / account holder | $873 | $4,478-80.5% | $8,081-89.2% | $5,306-83.5% |