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 | $109,678 | $93,346+17.5% | $71,796+52.8% | $273,961-60.0% |
| Participation rate | 61.5% | 76.5%-15.0pp | 69.1%-7.6pp | 83.0%-21.5pp |
| Annual return | 6.34% | 130.39%-124.0pp | 78.04%-71.7pp | 41.45%-35.1pp |
| Employer contribution / active EE | $995 | $2,733-63.6% | $1,924-48.3% | $4,869-79.6% |
| Participant deferral / active EE | $4,901 | $3,475+41.0% | $2,794+75.4% | $5,287-7.3% |
| Admin fee / account holder | $2,904 | $6,571-55.8% | $4,815-39.7% | $10,132-71.3% |