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 | $92,519 | $110,257-16.1% | $96,544-4.2% | $139,434-33.6% |
| Participation rate | 64.7% | 78.1%-13.4pp | 76.0%-11.3pp | 80.3%-15.6pp |
| Annual return | 13.79% | 26.32%-12.5pp | 25.84%-12.1pp | 372.94%-359.2pp |
| Employer contribution / active EE | $1,511 | $3,620-58.2% | $2,965-49.0% | $4,751-68.2% |
| Participant deferral / active EE | $6,380 | $5,548+15.0% | $4,851+31.5% | $6,710-4.9% |
| Admin fee / account holder | $2,846 | $11,591-75.4% | $8,252-65.5% | $11,403-75.0% |