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 | $97,654 | $88,083+10.9% | $164,813-40.7% | $74,495+31.1% |
| Participation rate | 64.6% | 73.0%-8.4pp | 78.6%-14.0pp | 67.2%-2.6pp |
| Annual return | 12.14% | 17.26%-5.1pp | 69.93%-57.8pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $2,273 | $2,593-12.3% | $4,341-47.6% | $2,623-13.4% |
| Participant deferral / active EE | $3,948 | $4,498-12.2% | $6,031-34.5% | $4,346-9.1% |
| Admin fee / account holder | $1,687 | $2,234-24.5% | $12,690-86.7% | $1,942-13.1% |