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 | $97,607 | $86,286+13.1% | $111,297-12.3% | $85,850+13.7% |
| Participation rate | 56.9% | 73.3%-16.4pp | 77.3%-20.4pp | 69.3%-12.4pp |
| Annual return | 12.20% | 19.99%-7.8pp | 54.65%-42.5pp | 318.53%-306.3pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,599 | $3,641-28.6% | $4,487-42.1% | $3,952-34.2% |
| Admin fee / account holder | $8,690 | $8,188+6.1% | $7,964+9.1% | $6,260+38.8% |