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 | $122,611 | $106,515+15.1% | $96,683+26.8% | $139,434-12.1% |
| Participation rate | 57.1% | 77.8%-20.7pp | 74.3%-17.2pp | 80.3%-23.2pp |
| Annual return | 12.75% | 38.43%-25.7pp | 35.69%-22.9pp | 372.94%-360.2pp |
| Employer contribution / active EE | $963 | $4,103-76.5% | $3,737-74.2% | $4,751-79.7% |
| Participant deferral / active EE | $6,915 | $5,454+26.8% | $4,878+41.8% | $6,710+3.1% |
| Admin fee / account holder | $1,759 | $7,877-77.7% | $6,730-73.9% | $11,403-84.6% |