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 | $106,803 | $106,515+0.3% | $96,683+10.5% | $139,434-23.4% |
| Participation rate | 47.4% | 77.8%-30.5pp | 74.3%-27.0pp | 80.3%-33.0pp |
| Annual return | 15.79% | 38.43%-22.6pp | 35.69%-19.9pp | 372.94%-357.2pp |
| Employer contribution / active EE | $966 | $4,103-76.4% | $3,737-74.1% | $4,751-79.7% |
| Participant deferral / active EE | $2,448 | $5,454-55.1% | $4,878-49.8% | $6,710-63.5% |
| Admin fee / account holder | $8,754 | $7,877+11.1% | $6,730+30.1% | $11,403-23.2% |