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 | $99,558 | $106,584-6.6% | $101,326-1.7% | $142,382-30.1% |
| Participation rate | 46.7% | 82.7%-36.0pp | 81.5%-34.8pp | 80.1%-33.5pp |
| Annual return | 14.81% | 36.93%-22.1pp | 36.82%-22.0pp | 217.08%-202.3pp |
| Employer contribution / active EE | $575 | $3,956-85.5% | $3,665-84.3% | $4,299-86.6% |
| Participant deferral / active EE | $3,528 | $8,297-57.5% | $7,994-55.9% | $6,507-45.8% |
| Admin fee / account holder | $553 | $11,446-95.2% | $11,185-95.1% | $12,624-95.6% |