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 | $95,908 | $87,733+9.3% | $106,548-10.0% | $85,850+11.7% |
| Participation rate | 64.0% | 71.9%-7.9pp | 76.1%-12.1pp | 69.3%-5.3pp |
| Annual return | 14.38% | 21.86%-7.5pp | 26.80%-12.4pp | 318.53%-304.2pp |
| Employer contribution / active EE | $972 | $2,073-53.1% | $2,819-65.5% | $2,565-62.1% |
| Participant deferral / active EE | $4,002 | $3,469+15.4% | $4,398-9.0% | $3,952+1.3% |
| Admin fee / account holder | $1,496 | $6,767-77.9% | $7,407-79.8% | $6,260-76.1% |