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 | $98,051 | $87,870+11.6% | $113,168-13.4% | $74,304+32.0% |
| Participation rate | 32.6% | 70.7%-38.2pp | 76.6%-44.0pp | 60.3%-27.8pp |
| Annual return | 18.39% | 26.44%-8.1pp | 24.27%-5.9pp | 29.43%-11.0pp |
| Employer contribution / active EE | $930 | $2,277-59.1% | $2,975-68.7% | $2,241-58.5% |
| Participant deferral / active EE | $3,157 | $4,241-25.6% | $5,107-38.2% | $3,767-16.2% |
| Admin fee / account holder | $5,682 | $3,368+68.7% | $12,068-52.9% | $2,969+91.4% |