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 | $127,107 | $117,983+7.7% | $101,794+24.9% | $142,382-10.7% |
| Participation rate | 60.0% | 74.2%-14.2pp | 69.2%-9.2pp | 80.1%-20.1pp |
| Annual return | 13.06% | 36.92%-23.9pp | 30.53%-17.5pp | 217.08%-204.0pp |
| Employer contribution / active EE | $556 | $2,773-79.9% | $2,289-75.7% | $4,299-87.1% |
| Participant deferral / active EE | $3,756 | $4,714-20.3% | $4,084-8.0% | $6,507-42.3% |
| Admin fee / account holder | $1,724 | $10,433-83.5% | $8,777-80.4% | $12,624-86.3% |