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 8-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 | $100,214 | $107,334-6.6% | $92,893+7.9% | $152,861-34.4% |
| Participation rate | 68.4% | 79.8%-11.4pp | 76.0%-7.6pp | 82.4%-14.0pp |
| Annual return | 17.30% | 145.58%-128.3pp | 109.41%-92.1pp | 345.32%-328.0pp |
| Employer contribution / active EE | $883 | $4,221-79.1% | $3,653-75.8% | $4,762-81.5% |
| Participant deferral / active EE | $8,829 | $4,845+82.2% | $4,236+108.4% | $5,850+50.9% |
| Admin fee / account holder | $3,226 | $7,079-54.4% | $5,794-44.3% | $11,596-72.2% |