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 | $82,371 | $98,240-16.2% | $82,313+0.1% | $147,584-44.2% |
| Participation rate | 68.4% | 79.7%-11.3pp | 76.9%-8.5pp | 82.8%-14.4pp |
| Annual return | 18.90% | 30.85%-12.0pp | 25.88%-7.0pp | 578.55%-559.6pp |
| Employer contribution / active EE | $646 | $3,192-79.8% | $2,428-73.4% | $4,876-86.7% |
| Participant deferral / active EE | $3,371 | $4,383-23.1% | $3,706-9.1% | $5,439-38.0% |
| Admin fee / account holder | $1,562 | $8,563-81.8% | $5,608-72.1% | $10,885-85.7% |